KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
-$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$12M
3
+$8.46M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.13M
5
SSO icon
ProShares Ultra S&P500
SSO
+$5.78M

Top Sells

1
+$20.8M
2
+$14.4M
3
+$14M
4
AMZN icon
Amazon
AMZN
+$13.5M
5
AAPL icon
Apple
AAPL
+$12.5M

Sector Composition

1 Technology 17.97%
2 Industrials 5.57%
3 Financials 5.51%
4 Consumer Discretionary 4.47%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$520K 0.04%
12,358
+5,382
427
$519K 0.04%
+24,650
428
$517K 0.04%
2,682
-1,141
429
$517K 0.04%
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430
$516K 0.04%
5,632
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431
$516K 0.04%
14,326
+6,065
432
$513K 0.04%
+1,583
433
$512K 0.04%
2,684
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434
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2,139
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435
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+4,060
436
$511K 0.04%
9,496
-7,444
437
$509K 0.04%
+14,920
438
$508K 0.04%
4,265
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439
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13,458
-31,529
440
$498K 0.04%
5,513
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441
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1,188
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442
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443
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58,700
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444
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445
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1,304
-8
446
$486K 0.04%
6,090
-8,952
447
$485K 0.04%
10,145
-2,164
448
$485K 0.04%
3,932
+453
449
$484K 0.04%
+5,377
450
$483K 0.04%
+2,608
16 17
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