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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
WPC icon
726
W.P. Carey
WPC
$16.5B
$290K 0.01%
4,268
-1,367
PMJA
727
PGIM S&P 500 Max Buffer ETF - January
PMJA
$5.47M
$288K 0.01%
+10,812
IWO icon
728
iShares Russell 2000 Growth ETF
IWO
$15.1B
$287K 0.01%
914
+92
SHEL icon
729
Shell
SHEL
$212B
$287K 0.01%
3,083
-192
IAGG icon
730
iShares Core International Aggregate Bond Fund
IAGG
$10.7B
$286K 0.01%
+5,724
CAVA icon
731
CAVA Group
CAVA
$9.71B
$286K 0.01%
3,536
-117
SPGI icon
732
S&P Global
SPGI
$121B
$285K 0.01%
669
+132
SCHK icon
733
Schwab 1000 Index ETF
SCHK
$5.55B
$284K 0.01%
9,067
-951
OZ icon
734
Belpointe PREP
OZ
$176M
$284K 0.01%
5,337
+1,059
AOA icon
735
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.15B
$283K 0.01%
+3,202
JPC icon
736
Nuveen Preferred & Income Opportunities Fund
JPC
$2.92B
$280K 0.01%
37,182
+5,790
GLDM icon
737
SPDR Gold MiniShares Trust
GLDM
$27.7B
$279K 0.01%
3,011
-2,912
ACN icon
738
Accenture
ACN
$78.9B
$278K 0.01%
1,404
-253
FTC icon
739
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.37B
$278K 0.01%
+1,806
B
740
Barrick Mining
B
$62.5B
$278K 0.01%
6,811
-36
ACWX icon
741
iShares MSCI ACWI ex US ETF
ACWX
$11.5B
$278K 0.01%
+4,056
DEM icon
742
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.84B
$277K 0.01%
5,567
+154
PFFR icon
743
InfraCap REIT Preferred ETF
PFFR
$116M
$276K 0.01%
16,010
-27,801
CAIQ
744
Calamos Nasdaq Autocallable Income ETF
CAIQ
$231M
$276K 0.01%
+11,578
FTNT icon
745
Fortinet
FTNT
$111B
$276K 0.01%
3,372
-548
VGK icon
746
Vanguard FTSE Europe ETF
VGK
$29.5B
$275K 0.01%
+3,337
SIRI icon
747
SiriusXM
SIRI
$9.54B
$275K 0.01%
11,913
+751
STRL icon
748
Sterling Infrastructure
STRL
$24.7B
$275K 0.01%
+675
SOLT
749
2x Solana ETF
SOLT
$127M
$274K 0.01%
+6,038
ICVT icon
750
iShares Convertible Bond ETF
ICVT
$7.14B
$272K 0.01%
+2,675
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