KWA
Kingswood Wealth Advisors Portfolio holdings
AUM
$1.27B
1-Year Return
23.75%
This Quarter Return
+5.29%
1 Year Return
+23.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.33B
AUM Growth
-$70.5M
(-5%)
Cap. Flow
-$106M
Cap. Flow
% of AUM
-7.97%
Top 10 Holdings %
Top 10 Hldgs %
24.62%
Holding
914
New
251
Increased
263
Reduced
276
Closed
119
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$25.5M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$11.9M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$8.56M |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$7.01M |
| 5 |
ProShares Ultra S&P500
SSO
|
+$5.68M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$20.6M |
| 2 |
Amazon
AMZN
|
+$14.5M |
| 3 |
Lamar Advertising Co
LAMR
|
+$14.4M |
| 4 |
NVIDIA
NVDA
|
+$13.6M |
| 5 |
Apple
AAPL
|
+$13.3M |
Sector Composition
| 1 | Technology | 17.97% |
| 2 | Industrials | 5.57% |
| 3 | Financials | 5.51% |
| 4 | Consumer Discretionary | 4.47% |
| 5 | Healthcare | 3.64% |
