KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $1.65B
1-Year Est. Return 27.25%
This Quarter Est. Return
1 Year Est. Return
+27.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
-$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$2.14M
3
+$1.84M
4
SPOT icon
Spotify
SPOT
+$1.61M
5
SJT
San Juan Basin Royalty Trust
SJT
+$1.54M

Top Sells

1
+$14.6M
2
+$13.9M
3
+$6.85M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$5.64M
5
SSO icon
ProShares Ultra S&P500
SSO
+$5.34M

Sector Composition

1 Technology 16.34%
2 Industrials 5.83%
3 Financials 5.59%
4 Consumer Discretionary 4.36%
5 Healthcare 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.36M 0.31%
46,911
-4,369
77
$3.33M 0.3%
79,809
-4,962
78
$3.33M 0.3%
19,552
-2,396
79
$3.33M 0.3%
28,498
80
$3.31M 0.3%
32,189
-198
81
$3.25M 0.3%
122,357
-281
82
$3.23M 0.29%
7,420
-1,285
83
$3.12M 0.28%
14,729
-7,452
84
$3.09M 0.28%
11,353
-1,005
85
$3.08M 0.28%
5,624
-199
86
$3.06M 0.28%
52,216
+393
87
$3.05M 0.28%
13,181
-564
88
$3M 0.27%
8,072
-65
89
$2.92M 0.27%
50,074
-13,943
90
$2.89M 0.26%
31,516
+4,223
91
$2.83M 0.26%
28,334
-560
92
$2.77M 0.25%
13,404
-994
93
$2.72M 0.25%
10,519
-1,839
94
$2.7M 0.25%
12,912
+579
95
$2.69M 0.25%
26,754
+13,454
96
$2.67M 0.24%
29,158
+3,440
97
$2.66M 0.24%
19,018
+99
98
$2.65M 0.24%
58,312
-6,322
99
$2.57M 0.23%
30,935
+1,494
100
$2.56M 0.23%
32,214
+613
2 3
4
5 6