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
FDX icon
451
FedEx
FDX
$56.9B
$438K 0.03%
1,925
+491
INTU icon
452
Intuit
INTU
$190B
$437K 0.03%
555
-66
GEHC icon
453
GE HealthCare
GEHC
$35.7B
$434K 0.03%
5,865
+34
SOXX icon
454
iShares Semiconductor ETF
SOXX
$16.1B
$433K 0.03%
1,815
-3,303
GLNG icon
455
Golar LNG
GLNG
$3.9B
$432K 0.03%
10,500
SPTM icon
456
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.7B
$430K 0.03%
5,748
-36
TTD icon
457
Trade Desk
TTD
$25.4B
$430K 0.03%
5,975
+123
FI icon
458
Fiserv
FI
$68B
$430K 0.03%
2,492
-1,808
AEP icon
459
American Electric Power
AEP
$62B
$428K 0.03%
4,124
+793
XBI icon
460
SPDR S&P Biotech ETF
XBI
$6.28B
$423K 0.03%
5,103
+214
MBB icon
461
iShares MBS ETF
MBB
$41.8B
$423K 0.03%
4,502
-195
CGGO icon
462
Capital Group Global Growth Equity ETF
CGGO
$7.5B
$420K 0.03%
13,130
-4,826
ARCC icon
463
Ares Capital
ARCC
$14.2B
$419K 0.03%
19,074
-2,730
IYJ icon
464
iShares US Industrials ETF
IYJ
$1.71B
$417K 0.03%
2,930
+53
IHS icon
465
IHS Holding
IHS
$2.27B
$415K 0.03%
+74,729
WTMF icon
466
WisdomTree Managed Futures Strategy Fund
WTMF
$177M
$415K 0.03%
+11,756
XAR icon
467
SPDR S&P Aerospace & Defense ETF
XAR
$5.08B
$412K 0.03%
1,954
+113
REGN icon
468
Regeneron Pharmaceuticals
REGN
$61.3B
$411K 0.03%
783
-51
FDN icon
469
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.68B
$410K 0.03%
+1,523
AIRR icon
470
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.73B
$410K 0.03%
5,034
+126
DOCU icon
471
DocuSign
DOCU
$14.4B
$409K 0.03%
5,257
-58
PNC icon
472
PNC Financial Services
PNC
$73.2B
$409K 0.03%
2,196
-606
RYLD icon
473
Global X Russell 2000 Covered Call ETF
RYLD
$1.29B
$409K 0.03%
27,424
+4,956
LRCX icon
474
Lam Research
LRCX
$191B
$408K 0.03%
4,196
-237
SYY icon
475
Sysco
SYY
$37B
$408K 0.03%
5,386
+881
17 18
19
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