KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
-$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$12M
3
+$8.46M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.13M
5
SSO icon
ProShares Ultra S&P500
SSO
+$5.78M

Top Sells

1
+$20.8M
2
+$14.4M
3
+$14M
4
AMZN icon
Amazon
AMZN
+$13.5M
5
AAPL icon
Apple
AAPL
+$12.5M

Sector Composition

1 Technology 17.97%
2 Industrials 5.57%
3 Financials 5.51%
4 Consumer Discretionary 4.47%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
– –
-5,937
827
– –
-21,000
828
– –
-15,465
829
– –
-3,169
830
– –
-5,208
831
– –
-24,930
832
– –
-17,645
833
– –
-1,253
834
– –
-37,396
835
– –
-16,951
836
– –
-1,376
837
– –
-20,251
838
– –
-7,707
839
– –
-3,355
840
– –
-7,079
841
– –
-4,673
842
– –
-3,177
843
– –
-2,069
844
– –
-3,248
845
– –
-14,205
846
– –
-22,777
847
– –
-4,203
848
– –
-50,952
849
– –
-16,258
850
– –
-108,071
32 33
34
35 36