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
551
$352K 0.03%
2,923
+1,287
552
$350K 0.03%
5,292
+1,090
553
$350K 0.03%
+11,385
554
$349K 0.03%
+6,585
555
$348K 0.03%
33,254
+7,167
556
$347K 0.03%
7,494
+354
557
$344K 0.03%
2,965
-4,266
558
$344K 0.03%
146,891
559
$342K 0.03%
+4,444
560
$342K 0.03%
+13,554
561
$340K 0.03%
1,255
-15
562
$340K 0.03%
+9,820
563
$339K 0.03%
+8,528
564
$338K 0.03%
+3,022
565
$337K 0.03%
+2,304
566
$336K 0.03%
1,079
+8
567
$336K 0.03%
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568
$335K 0.03%
2,549
+309
569
$334K 0.03%
13,380
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570
$333K 0.03%
+29,198
571
$331K 0.02%
1,427
-4,460
572
$331K 0.02%
31,958
+6,801
573
$331K 0.02%
2,501
+629
574
$330K 0.02%
1,992
+221
575
$329K 0.02%
+28,902
21 22
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