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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
451
$559K 0.03%
11,659
-2,672
452
$558K 0.03%
2,138
-225
453
$555K 0.03%
2,260
+129
454
$552K 0.03%
+4,480
455
$550K 0.03%
2,783
456
$550K 0.03%
2,738
+542
457
$550K 0.03%
2,333
+408
458
$544K 0.03%
+4,948
459
$544K 0.03%
5,711
-190
460
$543K 0.03%
14,961
+8,356
461
$542K 0.03%
+8,725
462
$537K 0.03%
3,157
-166
463
$536K 0.03%
5,349
+246
464
$535K 0.03%
1,351
+84
465
$534K 0.03%
+580
466
$532K 0.03%
4,674
+2,892
467
$529K 0.03%
16,848
+2,869
468
$527K 0.03%
22,623
+7,829
469
$524K 0.03%
7,129
+394
470
$521K 0.03%
2,018
+4
471
$515K 0.03%
14,986
-4
472
$514K 0.03%
2,189
+235
473
$513K 0.03%
30,335
+700
474
$512K 0.03%
20,110
-8,980
475
$512K 0.03%
+6,048
17 18
19
20 21