We are live on ! Find out more
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
OTIS icon
826
Otis Worldwide
OTIS
$28.1B
$232K 0.01%
3,008
+276
SONY icon
827
Sony
SONY
$116B
$231K 0.01%
11,177
-912
CCL icon
828
Carnival Corporation Ltd
CCL
$44.1B
$230K 0.01%
8,897
-7,140
MFA
829
MFA Financial
MFA
$997M
$230K 0.01%
24,000
BLCR icon
830
BlackRock Large Cap Core ETF
BLCR
$6.26B
$228K 0.01%
+5,562
QDEC icon
831
FT Vest Growth-100 Buffer ETF December
QDEC
$690M
$228K 0.01%
+7,232
TWLO icon
832
Twilio
TWLO
$29.1B
$227K 0.01%
1,802
-74
URI icon
833
United Rentals
URI
$70.3B
$226K 0.01%
310
+46
PNFP icon
834
Pinnacle Financial Partners Inc
PNFP
$15.3B
$225K 0.01%
2,614
+427
WTRG icon
835
Essential Utilities
WTRG
$11B
$225K 0.01%
5,585
-8
AA icon
836
Alcoa
AA
$14.3B
$225K 0.01%
+3,388
SMFG icon
837
Sumitomo Mitsui Financial
SMFG
$151B
$224K 0.01%
+11,365
HSY icon
838
Hershey
HSY
$36.3B
$224K 0.01%
+1,079
FLXR
839
TCW Flexible Income ETF
FLXR
$3.35B
$223K 0.01%
+5,681
RYAAY icon
840
Ryanair
RYAAY
$33.6B
$223K 0.01%
3,858
+9
VICI icon
841
VICI Properties
VICI
$29.3B
$222K 0.01%
+8,133
AMT icon
842
American Tower
AMT
$81.8B
$221K 0.01%
1,282
+139
BSV icon
843
Vanguard Short-Term Bond ETF
BSV
$45.3B
$221K 0.01%
2,817
-588
SIVR icon
844
abrdn Physical Silver Shares ETF
SIVR
$4.09B
$220K 0.01%
+3,078
ILCB icon
845
iShares Morningstar US Equity ETF
ILCB
$1.24B
$220K 0.01%
2,450
MUNI icon
846
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.06B
$219K 0.01%
+4,200
MPLX icon
847
MPLX
MPLX
$57.4B
$219K 0.01%
+3,837
EWL icon
848
iShares MSCI Switzerland ETF
EWL
$1.96B
$219K 0.01%
3,719
DWLD icon
849
Davis Select Worldwide ETF
DWLD
$565M
$219K 0.01%
+4,991
TDY icon
850
Teledyne Technologies
TDY
$28.9B
$218K 0.01%
+360
32 33
34
35 36