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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
BLK icon
351
Blackrock
BLK
$151B
$1.14M 0.05%
1,182
-1,036
LRCX icon
352
Lam Research
LRCX
$503B
$1.14M 0.05%
5,316
+7
IBKR icon
353
Interactive Brokers
IBKR
$41.1B
$1.13M 0.05%
16,855
+464
EQWL icon
354
Invesco S&P 100 Equal Weight ETF
EQWL
$2.82B
$1.13M 0.05%
9,803
-107
IWLG icon
355
IQ Winslow Large Cap Growth ETF
IWLG
$310M
$1.13M 0.05%
23,658
+3,045
VYMI icon
356
Vanguard International High Dividend Yield ETF
VYMI
$19.1B
$1.12M 0.05%
11,891
+2,454
PWR icon
357
Quanta Services
PWR
$108B
$1.11M 0.05%
2,023
+205
AFL icon
358
Aflac
AFL
$60.2B
$1.11M 0.05%
10,118
-1,191
XMMO icon
359
Invesco S&P MidCap Momentum ETF
XMMO
$7.95B
$1.11M 0.05%
7,630
+57
EFV icon
360
iShares MSCI EAFE Value ETF
EFV
$24B
$1.11M 0.05%
14,869
-2,251
AXP icon
361
American Express
AXP
$234B
$1.1M 0.05%
3,650
+163
CRWV
362
CoreWeave Inc
CRWV
$53.9B
$1.1M 0.05%
14,213
-816
XYLD icon
363
Global X S&P 500 Covered Call ETF
XYLD
$3.13B
$1.09M 0.05%
27,941
-11,025
HUM icon
364
Humana
HUM
$45.1B
$1.09M 0.05%
6,273
-167
CVS icon
365
CVS Health
CVS
$134B
$1.08M 0.05%
15,006
-1,222
NBSD
366
Neuberger Short Duration Income ETF
NBSD
$1.12B
$1.07M 0.05%
+21,180
FSK icon
367
FS KKR Capital
FSK
$2.83B
$1.07M 0.05%
104,651
-7,530
WAB icon
368
Wabtec
WAB
$47.9B
$1.06M 0.05%
4,242
-93
WMB icon
369
Williams Companies
WMB
$94.8B
$1.06M 0.05%
14,528
+908
VNQ icon
370
Vanguard Real Estate ETF
VNQ
$38.2B
$1.06M 0.05%
11,907
+332
FLCV
371
Federated Hermes MDT Large Cap Value ETF
FLCV
$103M
$1.05M 0.05%
33,375
+4,150
BMNR
372
BitMine Immersion Technologies
BMNR
$7.59B
$1.04M 0.05%
52,700
+23,280
SCHX icon
373
Schwab US Large- Cap ETF
SCHX
$70.3B
$1.04M 0.05%
40,619
+17,555
ACP
374
abrdn Income Credit Strategies Fund
ACP
$650M
$1.04M 0.05%
203,971
-9,201
AZN icon
375
AstraZeneca
AZN
$288B
$1.04M 0.05%
5,272
-3,752
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