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
326
$912K 0.06%
48,789
+32,860
327
$899K 0.05%
1,966
+1,036
328
$891K 0.05%
+42,669
329
$879K 0.05%
5,880
-907
330
$878K 0.05%
9,082
+4,048
331
$871K 0.05%
10,730
-949
332
$864K 0.05%
3,654
+218
333
$862K 0.05%
4,473
+1,834
334
$855K 0.05%
16,068
+2,643
335
$854K 0.05%
35,674
+25,154
336
$854K 0.05%
11,477
-376
337
$840K 0.05%
4,192
+43
338
$833K 0.05%
13,542
+4,440
339
$828K 0.05%
10,024
+469
340
$817K 0.05%
77,705
-7,703
341
$817K 0.05%
7,320
+328
342
$812K 0.05%
14,683
-2,436
343
$812K 0.05%
2,407
+709
344
$805K 0.05%
6,134
+546
345
$805K 0.05%
4,502
-247
346
$800K 0.05%
5,790
-73
347
$799K 0.05%
14,603
+4,626
348
$798K 0.05%
14,568
+119
349
$798K 0.05%
+12,880
350
$795K 0.05%
964
+254
12 13
14
15 16