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
51
$4.08M 0.37%
7,518
-4,393
52
$4.06M 0.37%
24,242
-1,623
53
$4.06M 0.37%
7,377
+2,935
54
$4.03M 0.37%
62,829
+16,281
55
$4.02M 0.37%
47,641
+8,510
56
$3.99M 0.36%
13,546
-753
57
$3.99M 0.36%
5
58
$3.98M 0.36%
19,542
-18,760
59
$3.97M 0.36%
29,598
-13,699
60
$3.91M 0.36%
78,525
-4,952
61
$3.85M 0.35%
77,387
-2,951
62
$3.84M 0.35%
28,310
-11,379
63
$3.82M 0.35%
11,339
-653
64
$3.7M 0.34%
101,494
+3,880
65
$3.63M 0.33%
8,129
-1,894
66
$3.62M 0.33%
21,223
-773
67
$3.52M 0.32%
69,344
+5,282
68
$3.5M 0.32%
22,800
-4,667
69
$3.45M 0.32%
12,690
-636
70
$3.44M 0.31%
30,731
-4,528
71
$3.42M 0.31%
20,408
-4,331
72
$3.41M 0.31%
47,805
-13
73
$3.39M 0.31%
37,235
+25,313
74
$3.38M 0.31%
9,236
-860
75
$3.36M 0.31%
10,967
-1,502
1 2
3
4 5