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
$1.65B
AUM Growth
+$386M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$8.08M
3
+$7.44M
4
VTV icon
Vanguard Value ETF
VTV
+$6.48M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$6.48M

Top Sells

1
+$3.81M
2
+$3.37M
3
+$2.51M
4
XVOL
Acruence Active Hedge US Equity ETF
XVOL
+$2.2M
5
NVDA icon
NVIDIA
NVDA
+$1.02M

Sector Composition

1 Technology 16.34%
2 Industrials 5.47%
3 Financials 5.1%
4 Consumer Discretionary 4.43%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.9M 0.36%
49,258
+34,460
52
$5.9M 0.36%
+66,314
53
$5.85M 0.35%
27,484
+1,391
54
$5.84M 0.35%
51,822
+8,673
55
$5.83M 0.35%
25,172
+14,017
56
$5.71M 0.35%
7,171
+682
57
$5.7M 0.35%
56,875
+3,217
58
$5.62M 0.34%
46,890
+2,520
59
$5.6M 0.34%
6,048
+357
60
$5.58M 0.34%
18,136
+12,415
61
$5.57M 0.34%
33,272
+768
62
$5.54M 0.34%
75,440
+29,148
63
$5.5M 0.33%
45,797
+847
64
$5.48M 0.33%
118,460
+88,196
65
$5.43M 0.33%
67,974
+17,040
66
$5.38M 0.33%
7,056
+573
67
$5.36M 0.32%
18,988
+1,600
68
$5.34M 0.32%
92,843
+4,396
69
$5.3M 0.32%
18,849
+1,806
70
$5.18M 0.31%
86,530
+12,979
71
$5.18M 0.31%
68,111
+34,373
72
$5.15M 0.31%
56,092
+25,948
73
$5.08M 0.31%
31,397
-1,905
74
$5.01M 0.3%
35,187
+12,687
75
$5M 0.3%
41,341
+13,796
1 2
3
4 5