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
$1.65B
AUM Growth
+$386M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.11M
3
+$7.79M
4
VTV icon
Vanguard Value ETF
VTV
+$6.68M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$6.55M

Top Sells

1
+$3.78M
2
+$3.59M
3
+$3.5M
4
XVOL icon
Acruence Active Hedge US Equity ETF
XVOL
+$2.2M
5
NVDA icon
NVIDIA
NVDA
+$1.09M

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
TMO icon
476
Thermo Fisher Scientific
TMO
$232B
$511K 0.03%
1,053
-219
NET icon
477
Cloudflare
NET
$64.5B
$505K 0.03%
2,355
+71
SON icon
478
Sonoco
SON
$4.8B
$499K 0.03%
11,577
+4,414
IMAX icon
479
IMAX
IMAX
$2.01B
$496K 0.03%
+15,134
FMAR icon
480
FT Vest US Equity Buffer ETF March
FMAR
$952M
$491K 0.03%
10,582
ITOT icon
481
iShares Core S&P Total US Stock Market ETF
ITOT
$82.1B
$490K 0.03%
3,366
-791
SPOT icon
482
Spotify
SPOT
$104B
$489K 0.03%
700
-468
APO icon
483
Apollo Global Management
APO
$83.5B
$487K 0.03%
3,654
+136
KMB icon
484
Kimberly-Clark
KMB
$33B
$486K 0.03%
3,906
+1,568
ALL icon
485
Allstate
ALL
$50.3B
$485K 0.03%
2,262
+73
PEY icon
486
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.06B
$484K 0.03%
22,962
+8,422
GOVT icon
487
iShares US Treasury Bond ETF
GOVT
$35B
$484K 0.03%
20,914
-4,460
YUM icon
488
Yum! Brands
YUM
$44.5B
$480K 0.03%
3,159
+31
BSV icon
489
Vanguard Short-Term Bond ETF
BSV
$42.4B
$480K 0.03%
6,085
-1,497
LK
490
DELISTED
Luckin Coffee Inc. American Depositary Shares
LK
$479K 0.03%
+12,600
REGN icon
491
Regeneron Pharmaceuticals
REGN
$77B
$477K 0.03%
849
+66
IJK icon
492
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.68B
$474K 0.03%
4,940
+1,720
TSCO icon
493
Tractor Supply
TSCO
$27B
$472K 0.03%
8,291
-89
RL icon
494
Ralph Lauren
RL
$22B
$465K 0.03%
+1,483
SPTM icon
495
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$12.2B
$464K 0.03%
5,748
ETH
496
Grayscale Ethereum Staking Mini ETF Shares
ETH
$2.44B
$463K 0.03%
+11,824
QBTS icon
497
D-Wave Quantum
QBTS
$10.4B
$463K 0.03%
18,739
-5,106
TIGO icon
498
Millicom
TIGO
$9.81B
$462K 0.03%
9,524
-543
VST icon
499
Vistra
VST
$56.4B
$462K 0.03%
2,359
-53
KEY icon
500
KeyCorp
KEY
$23B
$459K 0.03%
24,575
+13,926
18 19
20
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