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
576
$327K 0.02%
+60,822
577
$327K 0.02%
+1,773
578
$326K 0.02%
28,235
+6,535
579
$324K 0.02%
5,077
+1,513
580
$322K 0.02%
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581
$321K 0.02%
2,901
-380
582
$320K 0.02%
+11,032
583
$320K 0.02%
31,100
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584
$320K 0.02%
6,400
+803
585
$318K 0.02%
8,559
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586
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+15,975
587
$315K 0.02%
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588
$315K 0.02%
14,804
-14,068
589
$314K 0.02%
+6,925
590
$314K 0.02%
+32,792
591
$312K 0.02%
6,288
592
$311K 0.02%
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594
$306K 0.02%
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595
$304K 0.02%
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596
$304K 0.02%
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597
$303K 0.02%
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598
$303K 0.02%
4,999
-891
599
$303K 0.02%
1,610
-6,744
600
$302K 0.02%
+7,482
22 23
24
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