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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
RY icon
651
Royal Bank of Canada
RY
$282B
$362K 0.02%
2,236
-98
FDV icon
652
Federated Hermes US Strategic Dividend ETF
FDV
$798M
$361K 0.02%
11,709
-241
FAPR icon
653
FT Vest US Equity Buffer ETF April
FAPR
$1.15B
$360K 0.02%
8,011
-4,050
FIDU icon
654
Fidelity MSCI Industrials Index ETF
FIDU
$2.26B
$360K 0.02%
+4,156
KRYS icon
655
Krystal Biotech
KRYS
$11B
$359K 0.02%
+1,390
KTOS icon
656
Kratos Defense & Security Solutions
KTOS
$8.85B
$358K 0.02%
5,074
+532
BIV icon
657
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$358K 0.02%
4,633
-3,985
SNOW icon
658
Snowflake
SNOW
$86.3B
$356K 0.02%
2,362
-518
NKE icon
659
Nike
NKE
$60.3B
$355K 0.02%
6,720
-412
ECL icon
660
Ecolab
ECL
$79.8B
$354K 0.02%
1,331
+98
BCAT icon
661
BlackRock Capital Allocation Term Trust
BCAT
$1.66B
$353K 0.02%
24,999
+7,089
RIOT icon
662
Riot Platforms
RIOT
$10.8B
$352K 0.02%
28,484
+4,050
THRO
663
iShares U.S. Thematic Rotation Active ETF
THRO
$6.31B
$349K 0.02%
9,639
-114
FDLO icon
664
Fidelity Low Volatility Factor ETF
FDLO
$1.36B
$348K 0.02%
5,384
+130
CFR icon
665
Cullen/Frost Bankers
CFR
$9.75B
$347K 0.02%
2,528
-2
BAI
666
iShares A.I. Innovation and Tech Active ETF
BAI
$15.4B
$346K 0.02%
10,496
+1,296
DASH icon
667
DoorDash
DASH
$79.8B
$345K 0.02%
2,298
+76
FMAR icon
668
FT Vest US Equity Buffer ETF March
FMAR
$1.18B
$344K 0.02%
7,103
GSL icon
669
Global Ship Lease
GSL
$1.36B
$342K 0.02%
9,185
+1,411
DY icon
670
Dycom Industries
DY
$14.7B
$342K 0.02%
1,008
+122
ATO icon
671
Atmos Energy
ATO
$29.2B
$341K 0.02%
1,848
-142
UTHR icon
672
United Therapeutics
UTHR
$23B
$340K 0.02%
574
+10
ICE icon
673
Intercontinental Exchange
ICE
$70B
$339K 0.02%
2,156
-645
KNSL icon
674
Kinsale Capital Group
KNSL
$7.57B
$338K 0.02%
990
+123
DJD icon
675
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$462M
$338K 0.02%
+5,653
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