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
$1.27B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
807
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.7M
3
+$7.09M
4
IYW icon
iShares US Technology ETF
IYW
+$4.48M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.19M

Top Sells

1
+$4.76M
2
+$3.39M
3
+$2.8M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.83M
5
GLD icon
SPDR Gold Trust
GLD
+$1.2M

Sector Composition

1 Technology 17.3%
2 Industrials 6.02%
3 Financials 5.31%
4 Consumer Discretionary 4.31%
5 Communication Services 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BNDX icon
276
Vanguard Total International Bond ETF
BNDX
$69.7B
$942K 0.07%
19,035
-1,265
HYG icon
277
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
$942K 0.07%
11,679
-499
BKNG icon
278
Booking.com
BKNG
$167B
$926K 0.07%
160
+26
C icon
279
Citigroup
C
$177B
$920K 0.07%
10,813
-534
AMGN icon
280
Amgen
AMGN
$157B
$914K 0.07%
3,272
+72
AFL icon
281
Aflac
AFL
$57.3B
$903K 0.07%
8,562
+1,897
SPOT icon
282
Spotify
SPOT
$133B
$896K 0.07%
1,168
-6,209
SPYV icon
283
SPDR Portfolio S&P 500 Value ETF
SPYV
$29.2B
$896K 0.07%
17,119
+868
SPLV icon
284
Invesco S&P 500 Low Volatility ETF
SPLV
$7.79B
$896K 0.07%
12,299
-146
WPM icon
285
Wheaton Precious Metals
WPM
$44.6B
$891K 0.07%
9,921
+2,955
DIVO icon
286
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.29B
$880K 0.07%
20,677
-308
BND icon
287
Vanguard Total Bond Market
BND
$138B
$873K 0.07%
11,853
-876
WAB icon
288
Wabtec
WAB
$33.8B
$869K 0.07%
4,149
+250
ASML icon
289
ASML
ASML
$401B
$863K 0.07%
1,077
+249
ADP icon
290
Automatic Data Processing
ADP
$114B
$862K 0.07%
2,793
-93
SGOV icon
291
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.7B
$861K 0.07%
8,555
-18,199
FLCV
292
Federated Hermes MDT Large Cap Value ETF
FLCV
$36.4M
$857K 0.07%
29,100
GDX icon
293
VanEck Gold Miners ETF
GDX
$21.1B
$850K 0.07%
16,326
-2,435
BBAI icon
294
BigBear.ai
BBAI
$3.08B
$850K 0.07%
125,136
+101,493
HELO icon
295
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.49B
$849K 0.07%
13,574
-85
FMAY icon
296
FT Vest US Equity Buffer ETF May
FMAY
$1.06B
$843K 0.07%
16,847
+638
CEG icon
297
Constellation Energy
CEG
$122B
$842K 0.07%
2,608
-622
IVE icon
298
iShares S&P 500 Value ETF
IVE
$42.5B
$831K 0.07%
4,251
+187
DLR icon
299
Digital Realty Trust
DLR
$61.5B
$828K 0.07%
4,751
+51
GMAY icon
300
FT Vest US Equity Moderate Buffer ETF May
GMAY
$308M
$822K 0.06%
20,995
+14,440
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