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
751
$206K 0.01%
+2,260
752
$206K 0.01%
+7,260
753
$205K 0.01%
3,719
-90
754
$205K 0.01%
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755
$205K 0.01%
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756
$205K 0.01%
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757
$203K 0.01%
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758
$203K 0.01%
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759
$202K 0.01%
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760
$201K 0.01%
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761
$193K 0.01%
21,000
762
$184K 0.01%
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763
$178K 0.01%
15,000
-7,000
764
$167K 0.01%
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765
$166K 0.01%
12,962
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766
$164K 0.01%
12,237
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770
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772
$138K 0.01%
14,599
773
$131K 0.01%
11,198
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774
$130K 0.01%
10,720
-312,374
775
$121K 0.01%
+10,003
29 30
31
32 33