KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.11B
1-Year Est. Return 27.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
+$386M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$8.08M
3
+$7.44M
4
VTV icon
Vanguard Value ETF
VTV
+$6.48M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$6.48M

Top Sells

1
+$3.81M
2
+$3.37M
3
+$2.51M
4
XVOL
Acruence Active Hedge US Equity ETF
XVOL
+$2.2M
5
NVDA icon
NVIDIA
NVDA
+$1.02M

Sector Composition

1 Technology 16.34%
2 Industrials 5.47%
3 Financials 5.1%
4 Consumer Discretionary 4.43%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.37M 0.08%
16,145
-301
252
$1.36M 0.08%
15,186
+729
253
$1.35M 0.08%
78,949
+41,178
254
$1.35M 0.08%
6,462
+1,300
255
$1.35M 0.08%
11,196
+1,432
256
$1.33M 0.08%
9,927
+1,706
257
$1.33M 0.08%
11,913
+197
258
$1.32M 0.08%
55,500
+6,320
259
$1.31M 0.08%
13,188
+1,133
260
$1.3M 0.08%
27,345
+1,077
261
$1.3M 0.08%
8,927
+2,494
262
$1.29M 0.08%
16,897
+571
263
$1.29M 0.08%
76,030
+16,635
264
$1.27M 0.08%
3,997
+93
265
$1.26M 0.08%
4,661
+3,425
266
$1.25M 0.08%
28,619
+4,550
267
$1.25M 0.08%
16,610
+1,004
268
$1.25M 0.08%
215,810
-6,737
269
$1.25M 0.08%
10,342
-2,324
270
$1.24M 0.08%
9,878
+924
271
$1.24M 0.07%
7,074
+1
272
$1.23M 0.07%
7,362
+4,962
273
$1.22M 0.07%
3,707
+1,099
274
$1.22M 0.07%
2,661
-94
275
$1.2M 0.07%
3,414
-377
9 10
11
12 13