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
676
$244K 0.02%
+12,163
677
$242K 0.02%
+7,900
678
$241K 0.02%
+9,600
679
$240K 0.02%
14,695
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680
$240K 0.02%
+8,566
681
$239K 0.02%
969
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682
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+13,074
683
$239K 0.02%
1,604
-1,261
684
$238K 0.02%
+6,287
685
$236K 0.02%
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686
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687
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2,631
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688
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+2,768
689
$234K 0.02%
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690
$233K 0.02%
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$233K 0.02%
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692
$232K 0.02%
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983
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696
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697
$228K 0.02%
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698
$225K 0.02%
+639
699
$225K 0.02%
+5,497
700
$224K 0.02%
+1,692
26 27
28
29 30