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
526
$378K 0.03%
4,273
+1,228
527
$376K 0.03%
21,964
-13,839
528
$375K 0.03%
+24,733
529
$374K 0.03%
1,988
-1,428
530
$373K 0.03%
5,167
-3,733
531
$373K 0.03%
11,546
-6,571
532
$372K 0.03%
19,900
+8,350
533
$372K 0.03%
4,390
+1,248
534
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+2,015
535
$370K 0.03%
6,576
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536
$368K 0.03%
+523
537
$368K 0.03%
16,196
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538
$366K 0.03%
10,747
-1,940
539
$364K 0.03%
1,510
-4,257
540
$363K 0.03%
36,643
-6,864
541
$363K 0.03%
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542
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11,732
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543
$362K 0.03%
6,139
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544
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17,773
-18,355
545
$360K 0.03%
+848
546
$359K 0.03%
+7,193
547
$358K 0.03%
+6,079
548
$357K 0.03%
5,842
-6,238
549
$357K 0.03%
+7,222
550
$354K 0.03%
+3,531
20 21
22
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