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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
$2.11B
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,013
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$7.24M
3
+$5.43M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.98M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$4.83M

Top Sells

1
+$9.3M
2
+$7.38M
3
+$5.5M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$4.95M
5
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$4.95M

Sector Composition

1 Technology 14.42%
2 Industrials 5.77%
3 Financials 4.84%
4 Consumer Discretionary 3.82%
5 Communication Services 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TLH icon
551
iShares 10-20 Year Treasury Bond ETF
TLH
$11.3B
$500K 0.02%
4,966
-6,115
ETHE
552
Grayscale Ethereum Staking ETF Shares
ETHE
$1.28B
$499K 0.02%
29,212
-2,795
F icon
553
Ford
F
$56.3B
$498K 0.02%
43,186
-6,716
CAIE
554
Calamos Autocallable Income ETF
CAIE
$996M
$495K 0.02%
+19,693
XSD icon
555
State Street SPDR S&P Semiconductor ETF
XSD
$3.76B
$494K 0.02%
1,515
-22
BPRO
556
Bitwise Proficio Currency Debasement ETF
BPRO
$95.9M
$491K 0.02%
+21,830
SPSB icon
557
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.5B
$491K 0.02%
16,315
-1,459
VCR icon
558
Vanguard Consumer Discretionary ETF
VCR
$6.1B
$486K 0.02%
1,353
+1
TSCO icon
559
Tractor Supply
TSCO
$16.4B
$478K 0.02%
10,551
+746
BUL icon
560
Pacer US Cash Cows Growth ETF
BUL
$131M
$476K 0.02%
+8,806
ESGU icon
561
iShares ESG Aware MSCI USA ETF
ESGU
$17.1B
$475K 0.02%
3,356
-162
GWW icon
562
W.W. Grainger
GWW
$63.9B
$475K 0.02%
435
+7
AKRE
563
Akre Focus ETF
AKRE
$5.44B
$474K 0.02%
+8,966
ALAB icon
564
Astera Labs
ALAB
$67.1B
$471K 0.02%
4,300
+976
VPU
565
Vanguard Utilities ETF
VPU
$8.86B
$469K 0.02%
2,368
+108
MBB icon
566
iShares MBS ETF
MBB
$39.8B
$467K 0.02%
4,919
+1,045
EFAS icon
567
Global X MSCI SuperDividend EAFE ETF
EFAS
$48.2M
$465K 0.02%
+21,972
OUNZ icon
568
VanEck Merk Gold Trust
OUNZ
$2.52B
$464K 0.02%
10,295
+452
VTEB icon
569
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45B
$462K 0.02%
9,264
+3,624
FNDE icon
570
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.13B
$458K 0.02%
11,977
+698
IGV icon
571
iShares Expanded Tech-Software Sector ETF
IGV
$13.5B
$457K 0.02%
5,714
+3,481
APO icon
572
Apollo Global Management
APO
$68.2B
$456K 0.02%
4,091
-30
IJK icon
573
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.4B
$455K 0.02%
4,522
-317
SPXL icon
574
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.3B
$453K 0.02%
2,450
-345
FCNCA icon
575
First Citizens BancShares
FCNCA
$24.1B
$452K 0.02%
240
-2
21 22
23
24 25