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
101
$2.53M 0.23%
20,743
-5,171
102
$2.51M 0.23%
32,519
+3,436
103
$2.5M 0.23%
95,500
+1,037
104
$2.49M 0.23%
20,434
+96
105
$2.46M 0.23%
39,908
-2,827
106
$2.45M 0.22%
11,192
+3,771
107
$2.44M 0.22%
114,178
-110,415
108
$2.44M 0.22%
27,186
-3,202
109
$2.4M 0.22%
4,398
-54
110
$2.39M 0.22%
39,324
-9,618
111
$2.38M 0.22%
60,416
+715
112
$2.37M 0.22%
11,190
-2,690
113
$2.26M 0.21%
23,689
+1,043
114
$2.26M 0.21%
22,126
-6,666
115
$2.25M 0.21%
8,495
-884
116
$2.24M 0.2%
61,328
+581
117
$2.23M 0.2%
13,443
+2,898
118
$2.19M 0.2%
18,644
+3,479
119
$2.14M 0.2%
+29,755
120
$2.13M 0.2%
63,915
+449
121
$2.13M 0.19%
7,923
+108
122
$2.1M 0.19%
20,101
-6,477
123
$2.09M 0.19%
10,500
-2,553
124
$2.09M 0.19%
22,948
+1,011
125
$2.08M 0.19%
79,477
+1,337
3 4
5
6 7