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
451
$482K 0.04%
22,610
+11,510
452
$482K 0.04%
6,307
+3,415
453
$481K 0.04%
+283
454
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8,531
+4,626
455
$476K 0.04%
2,242
-6,409
456
$475K 0.04%
60,391
+24,872
457
$473K 0.04%
8,214
+3,221
458
$473K 0.04%
2,143
-1,241
459
$471K 0.04%
15,926
+4,551
460
$471K 0.04%
+7,588
461
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10,638
+1,527
462
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+4,518
463
$464K 0.03%
+1,092
464
$463K 0.03%
+36,340
465
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+1,959
466
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+11,371
467
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1,577
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468
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25,575
+110
469
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2,387
-297
470
$451K 0.03%
3,361
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471
$450K 0.03%
1,628
-7,101
472
$448K 0.03%
2,321
+72
473
$447K 0.03%
+3,109
474
$447K 0.03%
474
-303
475
$447K 0.03%
+1,027
17 18
19
20 21