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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
$2.11B
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,013
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$7.24M
3
+$5.43M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.98M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$4.83M

Top Sells

1
+$9.3M
2
+$7.38M
3
+$5.5M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$4.95M
5
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$4.95M

Sector Composition

1 Technology 14.42%
2 Industrials 5.77%
3 Financials 4.84%
4 Consumer Discretionary 3.82%
5 Communication Services 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IGSB icon
326
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.3B
$1.25M 0.06%
23,720
+1,574
STEW
327
SRH Total Return Fund
STEW
$1.72B
$1.24M 0.06%
72,775
-6,700
RDIV icon
328
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.23B
$1.24M 0.06%
22,255
-286
WDIV icon
329
State Street SPDR S&P Global Dividend ETF
WDIV
$265M
$1.24M 0.06%
+16,046
GILD icon
330
Gilead Sciences
GILD
$154B
$1.24M 0.06%
8,881
+214
MRVL icon
331
Marvell Technology
MRVL
$246B
$1.23M 0.06%
12,440
+549
ETHA
332
iShares Ethereum Trust ETF
ETHA
$4.51B
$1.23M 0.06%
77,731
-14,426
AR icon
333
Antero Resources
AR
$10.7B
$1.22M 0.06%
+28,817
SPYD icon
334
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.46B
$1.22M 0.06%
26,836
+3,385
EEM icon
335
iShares MSCI Emerging Markets ETF
EEM
$29.8B
$1.22M 0.06%
21,483
+5,931
ALL icon
336
Allstate
ALL
$59.6B
$1.22M 0.06%
5,874
+489
GATX icon
337
GATX Corp
GATX
$6.45B
$1.21M 0.06%
7,089
+109
PSX icon
338
Phillips 66
PSX
$68.9B
$1.21M 0.06%
6,619
+13
FDVV icon
339
Fidelity High Dividend ETF
FDVV
$9.58B
$1.2M 0.06%
21,648
+10,309
ABT icon
340
Abbott
ABT
$162B
$1.19M 0.06%
11,606
+293
IDV icon
341
iShares International Select Dividend ETF
IDV
$8.05B
$1.18M 0.06%
27,832
+2,468
FDX icon
342
FedEx
FDX
$78.6B
$1.18M 0.06%
3,309
+225
NULG icon
343
Nuveen ESG Large-Cap Growth ETF
NULG
$2.68B
$1.18M 0.06%
12,949
-381
FTCE
344
First Trust New Constructs Core Earnings Leaders ETF
FTCE
$79.1M
$1.17M 0.06%
+49,674
DYNF icon
345
BlackRock US Equity Factor Rotation ETF
DYNF
$36.6B
$1.17M 0.06%
20,169
-3,380
KRE icon
346
State Street SPDR S&P Regional Banking ETF
KRE
$4.57B
$1.17M 0.06%
17,898
+6,847
ANET icon
347
Arista Networks
ANET
$208B
$1.16M 0.05%
9,410
+441
BBUS icon
348
JPMorgan BetaBuilders US Equity ETF
BBUS
$8.32B
$1.15M 0.05%
9,854
-650
EFA icon
349
iShares MSCI EAFE ETF
EFA
$76.5B
$1.15M 0.05%
11,848
+560
BTI icon
350
British American Tobacco
BTI
$135B
$1.15M 0.05%
19,595
-2,803
12 13
14
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