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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
$2.11B
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,013
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$7.24M
3
+$5.43M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.98M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$4.83M

Top Sells

1
+$9.3M
2
+$7.38M
3
+$5.5M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$4.95M
5
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$4.95M

Sector Composition

1 Technology 14.42%
2 Industrials 5.77%
3 Financials 4.84%
4 Consumer Discretionary 3.82%
5 Communication Services 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMB icon
276
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.3B
$1.55M 0.07%
16,530
+2,028
VONV icon
277
Vanguard Russell 1000 Value ETF
VONV
$20.2B
$1.55M 0.07%
16,559
+1,419
TDIV icon
278
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.26B
$1.53M 0.07%
16,349
+650
JPST icon
279
JPMorgan Ultra-Short Income ETF
JPST
$39B
$1.51M 0.07%
29,842
+6,681
BX icon
280
Blackstone
BX
$141B
$1.51M 0.07%
13,116
+575
ISRG icon
281
Intuitive Surgical
ISRG
$143B
$1.51M 0.07%
3,270
-305
MOAT icon
282
VanEck Morningstar Wide Moat ETF
MOAT
$13.2B
$1.51M 0.07%
15,586
-1,671
MARM icon
283
FT Vest US Equity Max Buffer ETF March
MARM
$107M
$1.5M 0.07%
44,711
-3,253
AVUV icon
284
Avantis US Small Cap Value ETF
AVUV
$28.8B
$1.48M 0.07%
13,402
+7,486
HELO icon
285
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.92B
$1.48M 0.07%
23,148
+3,379
GLW icon
286
Corning
GLW
$190B
$1.47M 0.07%
10,829
+1,688
VOT icon
287
Vanguard Mid-Cap Growth ETF
VOT
$19.2B
$1.47M 0.07%
5,697
+53
GPC icon
288
Genuine Parts
GPC
$16B
$1.46M 0.07%
13,801
+1
LQD icon
289
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32B
$1.46M 0.07%
13,384
+1,058
COF icon
290
Capital One
COF
$126B
$1.45M 0.07%
7,949
+234
OKE icon
291
Oneok
OKE
$56.2B
$1.44M 0.07%
15,977
-1,298
UBER icon
292
Uber
UBER
$155B
$1.43M 0.07%
19,823
-5,495
SPLV icon
293
Invesco S&P 500 Low Volatility ETF
SPLV
$7.16B
$1.42M 0.07%
19,474
+1,076
BUFR icon
294
FT Vest Fund of Buffer ETFs
BUFR
$9.67B
$1.42M 0.07%
41,977
-2,352
TBIL
295
F/m US Treasury 3 Month Bill Fund
TBIL
$7.23B
$1.41M 0.07%
+28,308
SPTM icon
296
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.4B
$1.41M 0.07%
17,819
-127
DELL icon
297
Dell
DELL
$258B
$1.41M 0.07%
8,572
-9,857
SPYI icon
298
NEOS S&P 500 High Income ETF
SPYI
$9.92B
$1.41M 0.07%
28,477
+14,134
BIZD icon
299
VanEck BDC Income ETF
BIZD
$1.56B
$1.4M 0.07%
109,201
-40,550
CI icon
300
Cigna
CI
$74.8B
$1.38M 0.07%
5,189
-94
10 11
12
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