KWA
Kingswood Wealth Advisors Portfolio holdings
AUM
$2.07B
1-Year Est. Return
22.85%
This Fund
S&P 500
1 Year Est. Return
+22.85%
AUM
$1.65B
AUM Growth
+$386M
(+31%)
Holding
858
Top Buys
| 1 | +$12M | |
| 2 | +$9.11M | |
| 3 | +$7.79M | |
| 4 |
Vanguard Value ETF
VTV
|
+$6.68M |
| 5 |
First Trust Preferred Securities and Income ETF
FPE
|
+$6.55M |
Top Sells
| 1 | +$3.78M | |
| 2 | +$3.59M | |
| 3 | +$3.5M | |
| 4 |
Acruence Active Hedge US Equity ETF
XVOL
|
+$2.2M |
| 5 |
NVIDIA
NVDA
|
+$1.09M |
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
Alamos Gold
AGI
$17.7B
| – | – |
-8,320
|
|
||
852
First Majestic Silver
AG
$12.3B
| – | – |
-15,000
|
|
||
853
Invesco Preferred ETF
PGX
$4.05B
| – | – |
-12,675
|
|