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
301
$1.11M 0.07%
8,172
-616
302
$1.1M 0.07%
32,224
-1,503
303
$1.1M 0.07%
3,912
+640
304
$1.1M 0.07%
23,280
+791
305
$1.08M 0.07%
119,062
+1,271
306
$1.08M 0.07%
9,615
-306
307
$1.06M 0.06%
11,388
+2,691
308
$1.05M 0.06%
54,192
-17,655
309
$1.03M 0.06%
3,107
+763
310
$1.02M 0.06%
23,408
-3,504
311
$1.01M 0.06%
13,800
+1,501
312
$1.01M 0.06%
1,047
-30
313
$1M 0.06%
34,297
-1,251
314
$998K 0.06%
32,725
+3,625
315
$994K 0.06%
18,734
+5,921
316
$992K 0.06%
4,806
+555
317
$990K 0.06%
3,370
+870
318
$990K 0.06%
8,450
-2
319
$973K 0.06%
24,782
+10,298
320
$972K 0.06%
2,173
+52
321
$955K 0.06%
21,702
+4,356
322
$953K 0.06%
13,006
-900
323
$952K 0.06%
8,574
-1,405
324
$945K 0.06%
+5,311
325
$929K 0.06%
24,523
+12,767
11 12
13
14 15