KWA
Kingswood Wealth Advisors Portfolio holdings
AUM
$2.11B
1-Year Est. Return
27.18%
This Fund
S&P 500
1 Year Est. Return
+27.18%
AUM
$2.11B
AUM Growth
+$37.8M
(+1.8%)
Holding
1,013
Top Buys
| 1 | +$9.03M | |
| 2 | +$7.24M | |
| 3 | +$5.43M | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$4.98M |
| 5 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$4.83M |
Top Sells
| 1 | +$9.3M | |
| 2 | +$7.38M | |
| 3 | +$5.5M | |
| 4 |
Vanguard Information Technology ETF
VGT
|
+$4.95M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
976
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.76B
| – | – |
-32,780
|
|
||
977
Viper Energy
VNOM
$9.1B
| – | – |
-7,536
|
|
||
|
VXRT
978
DELISTED
Vaxart
VXRT
| – | – |
-10,005
|
|
||
979
Direxion Daily FTSE China Bull 3X ETF
YINN
$712M
| – | – |
-6,906
|
|
||
980
Zimmer Biomet
ZBH
$16.4B
| – | – |
-2,290
|
|
||
981
Reddit
RDDT
$32.3B
| – | – |
-1,395
|
|
||
|
FETH
982
Fidelity Ethereum Fund
FETH
$988M
| – | – |
-11,030
|
|
||
|
ARTY
983
iShares Future AI & Tech ETF
ARTY
$3.97B
| – | – |
-10,836
|
|
||
|
XYZ
984
Block Inc
XYZ
$41.6B
| – | – |
-3,892
|
|
||
|
ABB
985
DELISTED
ABB Ltd
ABB
| – | – |
-3,791
|
|
||
|
SRNE
986
DELISTED
Sorrento Therapeutics, Inc.
SRNE
| – | – |
-25,650
|
|
||
|
LK
987
DELISTED
Luckin Coffee Inc. American Depositary Shares
LK
| – | – |
-14,937
|
|
||
|
SI
988
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
| – | – |
-3,139
|
|
||
|
POW
989
VistaShares Electrification Supercycle ETF
POW
$67.8M
| – | – |
-10,700
|
|
||
990
Genius Sports
GENI
$1.54B
| – | – |
-13,848
|
|