KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $1.65B
1-Year Est. Return 27.25%
This Quarter Est. Return
1 Year Est. Return
+27.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
-$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$2.14M
3
+$1.84M
4
SPOT icon
Spotify
SPOT
+$1.61M
5
SJT
San Juan Basin Royalty Trust
SJT
+$1.54M

Top Sells

1
+$14.6M
2
+$13.9M
3
+$6.85M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$5.64M
5
SSO icon
ProShares Ultra S&P500
SSO
+$5.34M

Sector Composition

1 Technology 16.34%
2 Industrials 5.83%
3 Financials 5.59%
4 Consumer Discretionary 4.36%
5 Healthcare 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$106K 0.01%
+12,209
702
$100K 0.01%
15,000
703
$97K 0.01%
15,908
704
$96K 0.01%
11,775
-4,200
705
$88.5K 0.01%
13,620
-3,620
706
$81.3K 0.01%
+10,156
707
$80.4K 0.01%
60,000
+10,000
708
$80.3K 0.01%
14,473
-14,473
709
$78.2K 0.01%
14,017
-4,017
710
$72.1K 0.01%
+14,085
711
$69.4K 0.01%
+23,643
712
$65.9K 0.01%
27,000
713
$44.3K ﹤0.01%
16,797
-16,797
714
$28.5K ﹤0.01%
11,000
715
$7.8K ﹤0.01%
20,005
-10,000
716
$5.38K ﹤0.01%
600
717
$5.29K ﹤0.01%
1,080
718
– –
-4,068
719
– –
-3,158
720
– –
-8,566
721
– –
-11,732
722
– –
-3,483
723
– –
-12,545
724
– –
-2,923
725
– –
-12,589
27 28
29
30 31