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
276
$1.2M 0.07%
12,592
-787
277
$1.2M 0.07%
13,224
+791
278
$1.2M 0.07%
1,026
+317
279
$1.19M 0.07%
11,524
+6,428
280
$1.18M 0.07%
12,902
+4,848
281
$1.18M 0.07%
106,686
-4,205
282
$1.18M 0.07%
8,598
+5,438
283
$1.17M 0.07%
11,556
+743
284
$1.17M 0.07%
23,110
-1,537
285
$1.17M 0.07%
6,565
+3,472
286
$1.17M 0.07%
10,192
-1,212
287
$1.17M 0.07%
7,574
+38
288
$1.17M 0.07%
22,371
-495
289
$1.16M 0.07%
12,948
-224
290
$1.15M 0.07%
+22,186
291
$1.15M 0.07%
10,297
+1,735
292
$1.15M 0.07%
1,596
-80
293
$1.14M 0.07%
21,502
-283
294
$1.13M 0.07%
1,466
+23
295
$1.13M 0.07%
22,273
-2,152
296
$1.13M 0.07%
66,183
+25,294
297
$1.13M 0.07%
7,571
+999
298
$1.12M 0.07%
3,364
+872
299
$1.12M 0.07%
7,022
+209
300
$1.12M 0.07%
17,162
+3,588
10 11
12
13 14