KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
-$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$12M
3
+$8.46M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.13M
5
SSO icon
ProShares Ultra S&P500
SSO
+$5.78M

Top Sells

1
+$20.8M
2
+$14.4M
3
+$14M
4
AMZN icon
Amazon
AMZN
+$13.5M
5
AAPL icon
Apple
AAPL
+$12.5M

Sector Composition

1 Technology 17.97%
2 Industrials 5.57%
3 Financials 5.51%
4 Consumer Discretionary 4.47%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.69M 0.28%
21,996
-18,817
77
$3.61M 0.27%
47,818
+31,824
78
$3.58M 0.27%
24,739
-14,398
79
$3.56M 0.27%
12,469
+324
80
$3.41M 0.26%
58,801
-1,017
81
$3.4M 0.26%
+5
82
$3.36M 0.25%
13,880
+2,244
83
$3.35M 0.25%
28,796
+8,720
84
$3.34M 0.25%
8,137
+2,794
85
$3.34M 0.25%
25,914
+6,699
86
$3.33M 0.25%
97,614
+8,786
87
$3.26M 0.25%
12,358
-1,082
88
$3.26M 0.24%
12,358
-80
89
$3.21M 0.24%
8,705
-2,028
90
$3.2M 0.24%
+122,638
91
$3.19M 0.24%
51,280
-34,825
92
$3.18M 0.24%
65,178
-45,939
93
$3.15M 0.24%
18,919
-587
94
$3.14M 0.24%
7,823
-5,878
95
$3.07M 0.23%
5,823
-4,389
96
$3.06M 0.23%
51,823
+28,927
97
$3.06M 0.23%
64,062
+29,838
98
$3.06M 0.23%
46,548
+5,648
99
$3.06M 0.23%
26,578
+8,000
100
$3.03M 0.23%
32,634
+15,356
2 3
4
5 6