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
701
$224K 0.02%
+4,107
702
$223K 0.02%
2,616
+77
703
$223K 0.02%
1,192
-2,826
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$222K 0.02%
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705
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706
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2,349
-5,768
707
$220K 0.02%
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708
$220K 0.02%
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709
$218K 0.02%
4,022
-582
710
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+4,272
711
$216K 0.02%
27,000
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712
$214K 0.02%
3,617
-8,653
713
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+5,702
714
$214K 0.02%
+1,709
715
$214K 0.02%
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716
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717
$211K 0.02%
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1,687
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721
$206K 0.02%
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722
$205K 0.02%
+6,682
723
$205K 0.02%
7,820
-1,785
724
$205K 0.02%
+4,900
725
$204K 0.02%
422
-1,360
27 28
29
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