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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
426
$623K 0.04%
9,840
-10,210
427
$622K 0.04%
1,043
+163
428
$620K 0.04%
4,451
-1,018
429
$618K 0.04%
1,269
-94
430
$614K 0.04%
18,806
-475
431
$613K 0.04%
10,019
+93
432
$612K 0.04%
+16,143
433
$609K 0.04%
49,225
+10,218
434
$609K 0.04%
2,699
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435
$606K 0.04%
16,275
-788
436
$604K 0.04%
4,606
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437
$601K 0.04%
13,808
-1,367
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$598K 0.04%
15,125
-245
439
$594K 0.04%
8,784
-1,335
440
$593K 0.04%
12,270
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441
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2,795
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86,608
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444
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7,170
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445
$584K 0.04%
2,088
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446
$577K 0.03%
4,308
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447
$573K 0.03%
2,638
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448
$572K 0.03%
4,540
+159
449
$568K 0.03%
11,308
+5,937
450
$564K 0.03%
+4,769
16 17
18
19 20