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
301
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5,662
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302
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4,064
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14,945
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$686K 0.06%
2,547
-358
11 12
13
14 15