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
$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
826
– –
-2,149
827
– –
-10,575
828
– –
-3,565
829
– –
-1,652
830
– –
-4,122
831
– –
-11,000
832
– –
-6,599
833
– –
-1,789
834
– –
-1,819
835
– –
-5,975
836
– –
-3,520
837
– –
-5,224
838
– –
-557
839
– –
-20,005
840
– –
-10,532
841
– –
-1,763
842
– –
-883
843
– –
-5,524
844
– –
-100,054
845
– –
-9,882
846
– –
-21,248
847
– –
-1,586
848
– –
-1,644
849
– –
-36,000
850
– –
-1,017
31 32 33
34
35