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
$1.09B
AUM Growth
-$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$2.14M
3
+$1.84M
4
SPOT icon
Spotify
SPOT
+$1.61M
5
SJT
San Juan Basin Royalty Trust
SJT
+$1.54M

Top Sells

1
+$14.6M
2
+$13.9M
3
+$6.85M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$5.64M
5
SSO icon
ProShares Ultra S&P500
SSO
+$5.34M

Sector Composition

1 Technology 16.34%
2 Industrials 5.83%
3 Financials 5.59%
4 Consumer Discretionary 4.36%
5 Healthcare 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.03M 0.55%
85,030
-6,247
27
$5.87M 0.54%
7,114
-1,643
28
$5.63M 0.51%
20,476
-12,852
29
$5.54M 0.51%
5,853
-506
30
$5.51M 0.5%
19,116
-21
31
$5.47M 0.5%
8,992
-285
32
$5.47M 0.5%
55,248
-4,686
33
$5.42M 0.5%
34,616
-3,203
34
$5.31M 0.49%
4,009
+221
35
$5.26M 0.48%
23,713
-5,491
36
$5.16M 0.47%
14,739
-973
37
$5.07M 0.46%
26,154
-3,194
38
$4.79M 0.44%
53,467
-40,953
39
$4.71M 0.43%
100,602
+1,155
40
$4.63M 0.42%
89,397
+14,410
41
$4.58M 0.42%
46,120
+502
42
$4.57M 0.42%
34,518
-4,121
43
$4.56M 0.42%
47,179
-41,861
44
$4.51M 0.41%
25,103
-1,838
45
$4.36M 0.4%
49,502
-6,041
46
$4.35M 0.4%
36,580
-6,905
47
$4.35M 0.4%
17,478
+243
48
$4.27M 0.39%
8,150
-1,982
49
$4.25M 0.39%
53,614
-6,618
50
$4.2M 0.38%
45,020
+1,110
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