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
$1.65B
AUM Growth
+$386M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.11M
3
+$7.79M
4
VTV icon
Vanguard Value ETF
VTV
+$6.68M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$6.55M

Top Sells

1
+$3.78M
2
+$3.59M
3
+$3.5M
4
XVOL icon
Acruence Active Hedge US Equity ETF
XVOL
+$2.2M
5
NVDA icon
NVIDIA
NVDA
+$1.09M

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
WMB icon
426
Williams Companies
WMB
$75.2B
$623K 0.04%
9,840
-10,210
MDY icon
427
SPDR S&P MidCap 400 ETF Trust
MDY
$25.2B
$622K 0.04%
1,043
+163
XLV icon
428
State Street Health Care Select Sector SPDR ETF
XLV
$41.1B
$620K 0.04%
4,451
-1,018
SPGI icon
429
S&P Global
SPGI
$165B
$618K 0.04%
1,269
-94
FLCG
430
Federated Hermes MDT Large Cap Growth ETF
FLCG
$384M
$614K 0.04%
18,806
-475
D icon
431
Dominion Energy
D
$52.2B
$613K 0.04%
10,019
+93
MLYS icon
432
Mineralys Therapeutics
MLYS
$2.59B
$612K 0.04%
+16,143
GENI icon
433
Genius Sports
GENI
$2.36B
$609K 0.04%
49,225
+10,218
SNOW icon
434
Snowflake
SNOW
$72B
$609K 0.04%
2,699
+222
UDR icon
435
UDR
UDR
$12.4B
$606K 0.04%
16,275
-788
VFH icon
436
Vanguard Financials ETF
VFH
$13.4B
$604K 0.04%
4,606
+175
FAPR icon
437
FT Vest US Equity Buffer ETF April
FAPR
$978M
$601K 0.04%
13,808
-1,367
FAI
438
First Trust Bloomberg Artificial Intelligence ETF
FAI
$33.4M
$598K 0.04%
15,125
-245
CTVA icon
439
Corteva
CTVA
$47.1B
$594K 0.04%
8,784
-1,335
USB icon
440
US Bancorp
USB
$84.6B
$593K 0.04%
12,270
-36
CM icon
441
Canadian Imperial Bank of Commerce
CM
$85.6B
$593K 0.04%
+7,422
SPXL icon
442
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.93B
$592K 0.04%
2,795
+35
IHS icon
443
IHS Holding
IHS
$2.54B
$591K 0.04%
86,608
+11,879
SYY icon
444
Sysco
SYY
$37.7B
$590K 0.04%
7,170
+1,784
FDN icon
445
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.38B
$584K 0.04%
2,088
+565
LRCX icon
446
Lam Research
LRCX
$280B
$577K 0.03%
4,308
+112
JBL icon
447
Jabil
JBL
$26.5B
$573K 0.03%
2,638
-530
IGM icon
448
iShares Expanded Tech Sector ETF
IGM
$8.96B
$572K 0.03%
4,540
+159
USFR icon
449
WisdomTree Floating Rate Treasury Fund
USFR
$16.4B
$568K 0.03%
11,308
+5,937
SCCO icon
450
Southern Copper
SCCO
$148B
$564K 0.03%
+4,682
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