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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
476
$511K 0.03%
1,053
-219
477
$505K 0.03%
2,355
+71
478
$499K 0.03%
11,577
+4,414
479
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10,582
481
$490K 0.03%
3,366
-791
482
$489K 0.03%
700
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483
$487K 0.03%
3,654
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484
$486K 0.03%
3,906
+1,568
485
$485K 0.03%
2,262
+73
486
$484K 0.03%
22,962
+8,422
487
$484K 0.03%
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-4,460
488
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3,159
+31
489
$480K 0.03%
6,085
-1,497
490
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491
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495
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5,748
496
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497
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18,739
-5,106
498
$462K 0.03%
9,524
-543
499
$462K 0.03%
2,359
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500
$459K 0.03%
24,575
+13,926
18 19
20
21 22