KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $1.65B
1-Year Est. Return 27.25%
This Quarter Est. Return
1 Year Est. Return
+27.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
-$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$2.14M
3
+$1.84M
4
SPOT icon
Spotify
SPOT
+$1.61M
5
SJT
San Juan Basin Royalty Trust
SJT
+$1.54M

Top Sells

1
+$14.6M
2
+$13.9M
3
+$6.85M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$5.64M
5
SSO icon
ProShares Ultra S&P500
SSO
+$5.34M

Sector Composition

1 Technology 16.34%
2 Industrials 5.83%
3 Financials 5.59%
4 Consumer Discretionary 4.36%
5 Healthcare 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$865K 0.08%
13,572
-6,370
277
$864K 0.08%
46,178
-52,799
278
$861K 0.08%
18,761
-2,155
279
$857K 0.08%
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-4
280
$856K 0.08%
20,985
+4,482
281
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61,837
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282
$854K 0.08%
21,094
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283
$847K 0.08%
15,987
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284
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17,024
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285
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11,760
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286
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1,645
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287
$836K 0.08%
32,836
-2,016
288
$831K 0.08%
+67,247
289
$830K 0.08%
28,984
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290
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16,251
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291
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13,659
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292
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293
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14,932
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294
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11,347
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295
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8,675
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296
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29,100
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297
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1,604
-92
298
$790K 0.07%
9,872
-34
299
$788K 0.07%
+24,875
300
$780K 0.07%
825
-125
10 11
12
13 14