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
$1.65B
AUM Growth
+$386M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$8.08M
3
+$7.44M
4
VTV icon
Vanguard Value ETF
VTV
+$6.48M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$6.48M

Top Sells

1
+$3.81M
2
+$3.37M
3
+$2.51M
4
XVOL
Acruence Active Hedge US Equity ETF
XVOL
+$2.2M
5
NVDA icon
NVIDIA
NVDA
+$1.02M

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
76
$4.98M 0.3%
19,427
+380
77
$4.98M 0.3%
52,556
+28,960
78
$4.97M 0.3%
15,969
-639
79
$4.97M 0.3%
14,548
-196
80
$4.95M 0.3%
10,564
+4,794
81
$4.94M 0.3%
106,346
+76,868
82
$4.91M 0.3%
12,128
+2,976
83
$4.87M 0.29%
71,575
+25,901
84
$4.79M 0.29%
34,196
+4,727
85
$4.76M 0.29%
106,546
+84,002
86
$4.74M 0.29%
72,590
+14,436
87
$4.72M 0.29%
91,586
+12,767
88
$4.69M 0.28%
109,634
+567
89
$4.55M 0.28%
21,085
+702
90
$4.53M 0.27%
39,806
+9,602
91
$4.5M 0.27%
21,046
+11,306
92
$4.48M 0.27%
51,498
-2,265
93
$4.45M 0.27%
28,671
+6,608
94
$4.42M 0.27%
28,746
+4,292
95
$4.36M 0.26%
64,890
+7,384
96
$4.27M 0.26%
10,118
-548
97
$4.21M 0.25%
50,894
+2,681
98
$4.21M 0.25%
22,911
-1,859
99
$4.05M 0.25%
24,366
+630
100
$4.04M 0.24%
86,378
+19,286
2 3
4
5 6