KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $1.65B
1-Year Est. Return 27.25%
This Quarter Est. Return
1 Year Est. Return
+27.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
807
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.7M
3
+$7.09M
4
IYW icon
iShares US Technology ETF
IYW
+$4.48M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.19M

Top Sells

1
+$4.76M
2
+$3.39M
3
+$2.8M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.83M
5
GLD icon
SPDR Gold Trust
GLD
+$1.2M

Sector Composition

1 Technology 17.3%
2 Industrials 6.02%
3 Financials 5.31%
4 Consumer Discretionary 4.31%
5 Communication Services 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OSCR icon
376
Oscar Health
OSCR
$4.99B
$576K 0.05%
+26,866
XLU icon
377
Utilities Select Sector SPDR Fund
XLU
$22.4B
$576K 0.05%
7,048
+376
VGIT icon
378
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.2B
$569K 0.05%
9,521
+5,199
VFH icon
379
Vanguard Financials ETF
VFH
$12.8B
$564K 0.04%
4,431
-24
XYLD icon
380
Global X S&P 500 Covered Call ETF
XYLD
$3.12B
$564K 0.04%
14,484
+3,842
ITOT icon
381
iShares Core S&P Total US Stock Market ETF
ITOT
$79.2B
$561K 0.04%
4,157
+7
D icon
382
Dominion Energy
D
$52.1B
$561K 0.04%
9,926
+19
EPD icon
383
Enterprise Products Partners
EPD
$67.1B
$561K 0.04%
18,083
-1,058
USB icon
384
US Bancorp
USB
$75.1B
$557K 0.04%
12,306
+1,811
SNOW icon
385
Snowflake
SNOW
$87.4B
$554K 0.04%
2,477
+341
FCOM icon
386
Fidelity MSCI Communication Services Index ETF
FCOM
$1.81B
$552K 0.04%
8,510
+443
DXJ icon
387
WisdomTree Japan Hedged Equity Fund
DXJ
$4.02B
$549K 0.04%
4,803
+1,995
PFF icon
388
iShares Preferred and Income Securities ETF
PFF
$14.7B
$547K 0.04%
17,822
+883
FAI
389
First Trust Bloomberg Artificial Intelligence ETF
FAI
$25.4M
$541K 0.04%
15,370
+1,204
BABA icon
390
Alibaba
BABA
$405B
$539K 0.04%
4,749
+2,494
BUFG icon
391
FT Vest Buffered Allocation Growth ETF
BUFG
$288M
$536K 0.04%
20,975
-36,807
STNG icon
392
Scorpio Tankers
STNG
$3.08B
$532K 0.04%
+13,600
SCHX icon
393
Schwab US Large- Cap ETF
SCHX
$61.9B
$531K 0.04%
21,726
+602
XSW icon
394
SPDR S&P Software & Services ETF
XSW
$490M
$528K 0.04%
2,783
-12
IHI icon
395
iShares US Medical Devices ETF
IHI
$4.35B
$525K 0.04%
8,389
+2,534
ADM icon
396
Archer Daniels Midland
ADM
$30.4B
$524K 0.04%
9,932
-3,687
EPI icon
397
WisdomTree India Earnings Fund ETF
EPI
$2.95B
$523K 0.04%
11,023
-395
ORLY icon
398
O'Reilly Automotive
ORLY
$82.4B
$523K 0.04%
5,801
+326
ACN icon
399
Accenture
ACN
$154B
$521K 0.04%
1,743
-210
TLH icon
400
iShares 10-20 Year Treasury Bond ETF
TLH
$12.6B
$518K 0.04%
5,096
+105
14 15
16
17 18