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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
VV icon
76
Vanguard Large-Cap ETF
VV
$51.3B
$6.07M 0.29%
20,314
+846
KO icon
77
Coca-Cola
KO
$356B
$6.06M 0.29%
79,722
+1,329
GS icon
78
Goldman Sachs
GS
$301B
$5.86M 0.28%
6,921
-609
JPIE icon
79
JPMorgan Income ETF
JPIE
$9.58B
$5.81M 0.28%
126,169
+9,360
IBIT icon
80
iShares Bitcoin Trust
IBIT
$45.8B
$5.81M 0.28%
151,252
+12,489
TSM icon
81
TSMC
TSM
$2.24T
$5.76M 0.27%
17,046
+748
IWF icon
82
iShares Russell 1000 Growth ETF
IWF
$123B
$5.71M 0.27%
53,520
-5,732
RDVY icon
83
First Trust Rising Dividend Achievers ETF
RDVY
$23.7B
$5.66M 0.27%
82,955
+6,355
IWP icon
84
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$5.66M 0.27%
44,191
+7,073
IOO icon
85
iShares Global 100 ETF
IOO
$8.29B
$5.51M 0.26%
45,548
-905
IBM icon
86
IBM
IBM
$255B
$5.45M 0.26%
22,483
-26
NLR icon
87
VanEck Uranium + Nuclear Energy ETF
NLR
$4.26B
$5.42M 0.26%
40,699
-14,451
V icon
88
Visa
V
$639B
$5.42M 0.26%
17,924
+194
VGT icon
89
Vanguard Information Technology ETF
VGT
$139B
$5.34M 0.25%
61,240
-53,760
GRNY
90
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.25B
$5.27M 0.25%
220,925
+136,653
BAC icon
91
Bank of America
BAC
$411B
$5.23M 0.25%
107,193
-4,763
LMT icon
92
Lockheed Martin
LMT
$117B
$5.17M 0.25%
8,559
+462
GRID
93
DELISTED
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$5.12M 0.24%
31,310
+5,510
MSTR icon
94
Strategy Inc
MSTR
$29.4B
$5.12M 0.24%
40,996
-1,754
CGDV icon
95
Capital Group Dividend Value ETF
CGDV
$36B
$5.11M 0.24%
120,178
+41,627
BA icon
96
Boeing
BA
$171B
$5.05M 0.24%
25,366
+2,902
AMD icon
97
Advanced Micro Devices
AMD
$850B
$5.03M 0.24%
24,718
-7,031
VZ icon
98
Verizon
VZ
$194B
$4.98M 0.24%
99,240
+6,570
VBK icon
99
Vanguard Small-Cap Growth ETF
VBK
$24.1B
$4.96M 0.24%
16,412
+5,812
AIRR icon
100
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.9B
$4.91M 0.23%
44,357
+27,073
2 3
4
5 6