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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
$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
401
$669K 0.04%
+5,065
402
$667K 0.04%
2,454
+20
403
$666K 0.04%
11,158
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404
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$663K 0.04%
12,672
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406
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+10,451
407
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408
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9,450
-1,044
409
$654K 0.04%
14,549
410
$653K 0.04%
20,050
+1,500
411
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4,870
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412
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12,472
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413
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8,753
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414
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5,656
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415
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416
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3,154
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2,173
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422
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20,986
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423
$630K 0.04%
13,924
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424
$626K 0.04%
4,422
-1,536
425
$625K 0.04%
14,150
+3,127
15 16
17
18 19