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
SPXL icon
426
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.84B
$479K 0.04%
+2,760
CDE icon
427
Coeur Mining
CDE
$12B
$478K 0.04%
54,000
TLN
428
Talen Energy Corp
TLN
$18.6B
$478K 0.04%
+1,644
FLOT icon
429
iShares Floating Rate Bond ETF
FLOT
$9B
$476K 0.04%
9,326
-1,070
WELL icon
430
Welltower
WELL
$119B
$475K 0.04%
3,093
+7
FMAR icon
431
FT Vest US Equity Buffer ETF March
FMAR
$898M
$474K 0.04%
+10,582
SYK icon
432
Stryker
SYK
$146B
$470K 0.04%
1,187
+6
VST icon
433
Vistra
VST
$68.3B
$468K 0.04%
2,412
-81
VXUS icon
434
Vanguard Total International Stock ETF
VXUS
$108B
$465K 0.04%
6,735
+270
YUM icon
435
Yum! Brands
YUM
$39.8B
$464K 0.04%
3,128
-24
JPI
436
DELISTED
Nuveen Preferred Securities & Income Opportunities Fund
JPI
$461K 0.04%
22,185
-285
FCNCA icon
437
First Citizens BancShares
FCNCA
$22.9B
$460K 0.04%
235
-2
VCR icon
438
Vanguard Consumer Discretionary ETF
VCR
$6.46B
$459K 0.04%
1,267
+1
HYBL icon
439
SPDR Blackstone High Income ETF
HYBL
$509M
$457K 0.04%
16,000
-10,000
PGR icon
440
Progressive
PGR
$128B
$457K 0.04%
1,712
-364
TOTL icon
441
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.91B
$455K 0.04%
11,354
-7,594
TNA icon
442
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.5B
$454K 0.04%
+13,534
AXON icon
443
Axon Enterprise
AXON
$57.8B
$449K 0.04%
542
+12
NET icon
444
Cloudflare
NET
$75.9B
$447K 0.04%
2,284
+366
VLO icon
445
Valero Energy
VLO
$52.2B
$447K 0.04%
3,323
-705
BUFQ icon
446
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.08B
$446K 0.04%
13,439
-5,388
TSCO icon
447
Tractor Supply
TSCO
$29.8B
$442K 0.03%
8,380
+1,743
ALL icon
448
Allstate
ALL
$50.9B
$441K 0.03%
2,189
+52
GLW icon
449
Corning
GLW
$74.9B
$440K 0.03%
8,367
-182
MPC icon
450
Marathon Petroleum
MPC
$59.7B
$438K 0.03%
2,639
-1,097
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