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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
MU icon
51
Micron Technology
MU
$1.28T
$7.9M 0.37%
23,385
+744
ABBV icon
52
AbbVie
ABBV
$448B
$7.83M 0.37%
36,009
-1,110
LLY icon
53
Eli Lilly
LLY
$1.08T
$7.74M 0.37%
8,415
+148
JNJ icon
54
Johnson & Johnson
JNJ
$613B
$7.53M 0.36%
30,809
-1,812
VO icon
55
Vanguard Mid-Cap ETF
VO
$104B
$7.42M 0.35%
103,336
+5,684
USMV icon
56
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
$7.4M 0.35%
79,801
-5,476
HD icon
57
Home Depot
HD
$348B
$7.39M 0.35%
22,459
+81
DIA icon
58
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.3B
$7.38M 0.35%
15,930
+422
SSO icon
59
ProShares Ultra S&P500
SSO
$7.63B
$7.13M 0.34%
137,447
-129,127
FTLS icon
60
First Trust Long/Short Equity ETF
FTLS
$2.32B
$7.11M 0.34%
101,043
-15,920
PH icon
61
Parker-Hannifin
PH
$122B
$7.08M 0.34%
7,913
-523
VEA icon
62
Vanguard FTSE Developed Markets ETF
VEA
$227B
$7M 0.33%
109,282
+9,039
SO icon
63
Southern Company
SO
$110B
$6.93M 0.33%
71,755
-1,954
CVX icon
64
Chevron
CVX
$341B
$6.82M 0.32%
32,948
+3,377
DGRO icon
65
iShares Core Dividend Growth ETF
DGRO
$42.4B
$6.79M 0.32%
96,710
+8,636
BIL icon
66
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.6B
$6.75M 0.32%
73,635
+9,804
FBTC icon
67
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.1B
$6.61M 0.31%
111,984
-1,681
RTX icon
68
RTX Corp
RTX
$253B
$6.53M 0.31%
33,856
+87
VUG icon
69
Vanguard Growth ETF
VUG
$214B
$6.53M 0.31%
89,646
+8,412
SNTH
70
MRP SynthEquity ETF
SNTH
$180M
$6.43M 0.31%
245,131
+78,716
NFLX icon
71
Netflix
NFLX
$311B
$6.33M 0.3%
65,869
-357
RWL icon
72
Invesco S&P 500 Revenue ETF
RWL
$9.88B
$6.33M 0.3%
55,082
-5,374
MTUM icon
73
iShares MSCI USA Momentum Factor ETF
MTUM
$27.1B
$6.29M 0.3%
26,209
-2,295
SDY icon
74
State Street SPDR S&P Dividend ETF
SDY
$21.5B
$6.22M 0.3%
42,626
+349
DGRW icon
75
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.4B
$6.16M 0.29%
70,172
+1,567
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