KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
-$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$12M
3
+$8.46M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.13M
5
SSO icon
ProShares Ultra S&P500
SSO
+$5.78M

Top Sells

1
+$20.8M
2
+$14.4M
3
+$14M
4
AMZN icon
Amazon
AMZN
+$13.5M
5
AAPL icon
Apple
AAPL
+$12.5M

Sector Composition

1 Technology 17.97%
2 Industrials 5.57%
3 Financials 5.51%
4 Consumer Discretionary 4.47%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$782K 0.06%
18,018
-161
327
$781K 0.06%
+28,800
328
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3,075
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329
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1,065
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333
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334
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335
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25,054
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336
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337
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9,649
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338
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339
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340
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347
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5,143
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348
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349
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20,916
+6,533
350
$705K 0.05%
7,228
-2,296
12 13
14
15 16