KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
-$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$12M
3
+$8.46M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.13M
5
SSO icon
ProShares Ultra S&P500
SSO
+$5.78M

Top Sells

1
+$20.8M
2
+$14.4M
3
+$14M
4
AMZN icon
Amazon
AMZN
+$13.5M
5
AAPL icon
Apple
AAPL
+$12.5M

Sector Composition

1 Technology 17.97%
2 Industrials 5.57%
3 Financials 5.51%
4 Consumer Discretionary 4.47%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$447K 0.03%
9,398
-13,271
477
$446K 0.03%
19,223
+3,686
478
$444K 0.03%
10,500
+500
479
$444K 0.03%
14,568
-821
480
$441K 0.03%
1,224
-1,710
481
$436K 0.03%
4,805
-9,884
482
$435K 0.03%
3,370
-4,624
483
$434K 0.03%
11,959
+6
484
$433K 0.03%
+1,743
485
$432K 0.03%
+75,600
486
$432K 0.03%
33,272
+19,259
487
$431K 0.03%
4,787
+1,557
488
$431K 0.03%
10,730
-4,356
489
$429K 0.03%
+11,637
490
$428K 0.03%
+42,000
491
$425K 0.03%
+4,381
492
$423K 0.03%
5,272
+356
493
$423K 0.03%
7,732
-112
494
$422K 0.03%
+11,622
495
$422K 0.03%
4,131
-12
496
$421K 0.03%
+4,982
497
$420K 0.03%
+29,134
498
$419K 0.03%
+2,911
499
$419K 0.03%
906
-870
500
$414K 0.03%
8,145
+655
18 19
20
21 22