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
101
$3.92M 0.24%
7,850
-425
102
$3.9M 0.24%
108,615
+45,792
103
$3.9M 0.24%
133,821
+5,566
104
$3.82M 0.23%
11,713
-119
105
$3.82M 0.23%
27,112
-1,046
106
$3.79M 0.23%
11,106
+8
107
$3.77M 0.23%
5
108
$3.76M 0.23%
24,880
+22,264
109
$3.73M 0.23%
22,282
+8,959
110
$3.72M 0.23%
6,543
+991
111
$3.71M 0.22%
74,354
+6,355
112
$3.62M 0.22%
19,518
+6,758
113
$3.62M 0.22%
54,564
+6,518
114
$3.57M 0.22%
24,480
+21,550
115
$3.49M 0.21%
25,941
+20,698
116
$3.48M 0.21%
12,461
-3,689
117
$3.47M 0.21%
12,738
-604
118
$3.43M 0.21%
48,002
+20,646
119
$3.42M 0.21%
13,833
+2,686
120
$3.34M 0.2%
+59,414
121
$3.33M 0.2%
48,723
+13,748
122
$3.33M 0.2%
65,723
+2,880
123
$3.29M 0.2%
16,589
+1,106
124
$3.25M 0.2%
10,908
+4,788
125
$3.23M 0.2%
13,737
+1,200
3 4
5
6 7