KWA
Kingswood Wealth Advisors Portfolio holdings
AUM
$1.27B
1-Year Return
23.75%
This Quarter Return
+6.14%
1 Year Return
+23.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.4B
AUM Growth
+$292M
(+26%)
Cap. Flow
+$239M
Cap. Flow
% of AUM
17.03%
Top 10 Holdings %
Top 10 Hldgs %
22.96%
Holding
776
New
123
Increased
317
Reduced
204
Closed
113
Top Buys
| 1 |
Lamar Advertising Co
LAMR
|
+$14.4M |
| 2 |
First Trust Preferred Securities and Income ETF
FPE
|
+$10.7M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$8.73M |
| 4 |
Apple
AAPL
|
+$8.6M |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$7.99M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$12.9M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$6.09M |
| 3 |
ProShares Ultra S&P500
SSO
|
+$5.3M |
| 4 |
NVIDIA
NVDA
|
+$3.8M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$3.06M |
Sector Composition
| 1 | Technology | 21.23% |
| 2 | Healthcare | 7.26% |
| 3 | Industrials | 6.78% |
| 4 | Financials | 6.78% |
| 5 | Consumer Discretionary | 5.49% |
