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
26
$9.76M 0.59%
19,407
+3,281
27
$9.75M 0.59%
181,066
+100,728
28
$9.12M 0.55%
46,544
+7,311
29
$9.08M 0.55%
42,086
+16,915
30
$8.99M 0.54%
157,491
+32,333
31
$8.97M 0.54%
89,873
-1,058
32
$8.34M 0.5%
58,710
+1,894
33
$8.32M 0.5%
147,303
+105,999
34
$8.17M 0.49%
87,278
+31,483
35
$7.92M 0.48%
113,163
+45,234
36
$7.88M 0.48%
16,997
-49
37
$7.7M 0.47%
282,121
+225,851
38
$7.68M 0.46%
80,685
+1,718
39
$7.45M 0.45%
20,957
+5,770
40
$7.32M 0.44%
28,798
+5,351
41
$7.15M 0.43%
52,715
+37,626
42
$7.13M 0.43%
21,716
-529
43
$7M 0.42%
63,252
+19,031
44
$6.9M 0.42%
91,347
+7,699
45
$6.8M 0.41%
104,580
+1,842
46
$6.77M 0.41%
65,683
+16,909
47
$6.65M 0.4%
17,776
+5,544
48
$6.31M 0.38%
88,867
+80,357
49
$6.27M 0.38%
8,269
-1,178
50
$6.01M 0.36%
169,675
+120,170
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