KWA
Kingswood Wealth Advisors Portfolio holdings
AUM
$2.07B
1-Year Est. Return
22.86%
This Fund
S&P 500
1 Year Est. Return
+22.86%
AUM
$1.65B
AUM Growth
+$386M
(+31%)
Holding
858
Top Buys
| 1 | +$12.2M | |
| 2 | +$8.08M | |
| 3 | +$7.44M | |
| 4 |
Vanguard Value ETF
VTV
|
+$6.48M |
| 5 |
First Trust Preferred Securities and Income ETF
FPE
|
+$6.48M |
Top Sells
| 1 | +$3.81M | |
| 2 | +$3.37M | |
| 3 | +$2.51M | |
| 4 |
Acruence Active Hedge US Equity ETF
XVOL
|
+$2.2M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
851
Zoetis
ZTS
$47.8B
| – | – |
-1,586
|
|
||
|
TLN
852
Talen Energy Corp
TLN
$14.7B
| – | – |
-1,644
|
|
||
|
ATYR
853
aTyr Pharma
ATYR
$73.7M
| – | – |
-36,000
|
|