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
526
$421K 0.03%
5,878
+2,707
527
$420K 0.03%
235
528
$417K 0.03%
+16,859
529
$415K 0.03%
4,386
+607
530
$415K 0.03%
3,953
+998
531
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11,882
-1,557
532
$413K 0.03%
16,455
533
$412K 0.02%
13,025
-4,797
534
$411K 0.02%
28,948
+4,417
535
$411K 0.02%
866
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536
$411K 0.02%
16,630
+2,500
537
$406K 0.02%
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538
$406K 0.02%
3,431
+403
539
$405K 0.02%
3,119
-513
540
$405K 0.02%
2,044
-1,161
541
$404K 0.02%
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542
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7,342
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544
$397K 0.02%
4,113
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545
$395K 0.02%
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546
$391K 0.02%
22,651
-1,001
547
$389K 0.02%
+9,365
548
$388K 0.02%
15,262
-205
549
$386K 0.02%
10,216
+1,350
550
$385K 0.02%
55,699
+7,350
20 21
22
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