KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $1.27B
1-Year Est. Return 23.75%
This Quarter Est. Return
1 Year Est. Return
+23.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
807
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.7M
3
+$7.09M
4
IYW icon
iShares US Technology ETF
IYW
+$4.48M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.19M

Top Sells

1
+$4.76M
2
+$3.39M
3
+$2.8M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.83M
5
GLD icon
SPDR Gold Trust
GLD
+$1.2M

Sector Composition

1 Technology 17.3%
2 Industrials 6.02%
3 Financials 5.31%
4 Consumer Discretionary 4.31%
5 Communication Services 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
76
TSMC
TSM
$1.53T
$3.66M 0.29%
16,150
+2,707
BRK.A icon
77
Berkshire Hathaway Class A
BRK.A
$1.06T
$3.64M 0.29%
5
RDVY icon
78
First Trust Rising Dividend Achievers ETF
RDVY
$16.8B
$3.61M 0.28%
57,506
+5,290
IJH icon
79
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
$3.61M 0.28%
58,154
+8,080
XLK icon
80
Technology Select Sector SPDR Fund
XLK
$93.7B
$3.57M 0.28%
14,079
+675
SCHV icon
81
Schwab US Large-Cap Value ETF
SCHV
$14B
$3.55M 0.28%
128,255
+5,898
MAA icon
82
Mid-America Apartment Communities
MAA
$15.5B
$3.52M 0.28%
23,778
-464
KO icon
83
Coca-Cola
KO
$295B
$3.4M 0.27%
48,046
+1,135
HON icon
84
Honeywell
HON
$129B
$3.4M 0.27%
14,593
-136
PULS icon
85
PGIM Ultra Short Bond ETF
PULS
$12.6B
$3.38M 0.27%
67,999
-9,388
EFG icon
86
iShares MSCI EAFE Growth ETF
EFG
$11.5B
$3.38M 0.27%
30,204
+1,870
HD icon
87
Home Depot
HD
$390B
$3.36M 0.27%
9,152
-84
SMH icon
88
VanEck Semiconductor ETF
SMH
$34.9B
$3.3M 0.26%
11,832
+642
VO icon
89
Vanguard Mid-Cap ETF
VO
$87.5B
$3.24M 0.26%
11,573
+1,054
GD icon
90
General Dynamics
GD
$89.1B
$3.24M 0.26%
11,098
-255
PLD icon
91
Prologis
PLD
$115B
$3.21M 0.25%
30,491
-240
CVX icon
92
Chevron
CVX
$308B
$3.16M 0.25%
22,063
+1,655
IWP icon
93
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
$3.12M 0.25%
22,500
+3,856
MA icon
94
Mastercard
MA
$507B
$3.12M 0.25%
5,552
-72
SPMO icon
95
Invesco S&P 500 Momentum ETF
SPMO
$16.7B
$3.1M 0.24%
27,545
+13,151
LNG icon
96
Cheniere Energy
LNG
$48.1B
$3.05M 0.24%
12,537
-644
LB
97
LandBridge Co
LB
$1.37B
$3.03M 0.24%
44,891
+15,136
ESS icon
98
Essex Property Trust
ESS
$16.7B
$3.02M 0.24%
10,652
-315
BTC
99
Grayscale Bitcoin Mini Trust ETF
BTC
$4.65B
$3M 0.24%
62,843
+1,515
MDYG icon
100
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.39B
$2.95M 0.23%
33,915
+1,701
2 3
4
5 6