We are live on ! Find out more
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
$2.11B
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,013
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$7.24M
3
+$5.43M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.98M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$4.83M

Top Sells

1
+$9.3M
2
+$7.38M
3
+$5.5M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$4.95M
5
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$4.95M

Sector Composition

1 Technology 14.42%
2 Industrials 5.77%
3 Financials 4.84%
4 Consumer Discretionary 3.82%
5 Communication Services 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JEPI icon
26
JPMorgan Equity Premium Income ETF
JEPI
$44.3B
$13M 0.62%
229,372
-3,343
PLTR icon
27
Palantir
PLTR
$271B
$12.9M 0.61%
88,063
+28,227
LAMR icon
28
Lamar Advertising Co
LAMR
$15.8B
$12.3M 0.59%
97,493
-15
BRK.B icon
29
Berkshire Hathaway Class B
BRK.B
$1.08T
$12.3M 0.58%
25,665
+972
SCHD icon
30
Schwab US Dividend Equity ETF
SCHD
$100B
$12.3M 0.58%
399,685
+77,568
JEPQ icon
31
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$38.8B
$12.3M 0.58%
220,722
+16,226
SGOV icon
32
iShares 0-3 Month Treasury Bond ETF
SGOV
$95.3B
$11.9M 0.56%
117,777
+49,584
VB icon
33
Vanguard Small-Cap ETF
VB
$80.4B
$11.5M 0.54%
43,816
+9,839
XOM icon
34
Exxon Mobil
XOM
$566B
$11.4M 0.54%
67,364
-1,238
CGUS icon
35
Capital Group Core Equity ETF
CGUS
$10.7B
$11M 0.52%
287,149
+4,068
AGG icon
36
iShares Core US Aggregate Bond ETF
AGG
$139B
$10.9M 0.52%
109,355
+98
NEE icon
37
NextEra Energy
NEE
$185B
$10.5M 0.5%
112,530
-431
XLF icon
38
State Street Financial Select Sector SPDR ETF
XLF
$51.4B
$10.3M 0.49%
208,061
+23,742
COST icon
39
Costco
COST
$422B
$10M 0.48%
10,079
+1,838
XLE icon
40
State Street Energy Select Sector SPDR ETF
XLE
$36.3B
$9.67M 0.46%
157,920
+41,923
DVY icon
41
iShares Select Dividend ETF
DVY
$23.2B
$9.53M 0.45%
62,958
+1,867
GLD icon
42
SPDR Gold Trust
GLD
$133B
$9.51M 0.45%
22,105
-719
ETN icon
43
Eaton
ETN
$156B
$9.43M 0.45%
26,362
+1,290
FPE icon
44
First Trust Preferred Securities and Income ETF
FPE
$6.31B
$9.4M 0.45%
529,304
-510,911
MTZ icon
45
MasTec
MTZ
$31.3B
$8.95M 0.42%
27,808
-162
REMX icon
46
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.67B
$8.82M 0.42%
+100,259
FTCS icon
47
First Trust Capital Strength ETF
FTCS
$7.67B
$8.38M 0.4%
90,333
+691
FBND icon
48
Fidelity Total Bond ETF
FBND
$26.5B
$8.27M 0.39%
181,298
+52,299
IYW icon
49
iShares US Technology ETF
IYW
$24B
$8.11M 0.38%
44,706
-1,872
VYM icon
50
Vanguard High Dividend Yield ETF
VYM
$78.3B
$8.11M 0.38%
54,752
+3,342
1
2
3 4 5