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
651
$261K 0.02%
1,149
-1,166
652
$260K 0.02%
+2,306
653
$259K 0.02%
+3,166
654
$259K 0.02%
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655
$259K 0.02%
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656
$258K 0.02%
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657
$257K 0.02%
997
-2,381
658
$257K 0.02%
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-6,026
659
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426
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660
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+5,194
661
$254K 0.02%
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662
$253K 0.02%
10,287
+2,436
663
$253K 0.02%
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664
$250K 0.02%
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665
$250K 0.02%
+1,109
666
$248K 0.02%
4,099
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667
$248K 0.02%
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670
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671
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672
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390
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673
$246K 0.02%
7,800
-7,521
674
$245K 0.02%
23,090
+2,000
675
$245K 0.02%
14,581
-43,240
25 26
27
28 29