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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
$2.11B
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,013
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$7.24M
3
+$5.43M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.98M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$4.83M

Top Sells

1
+$9.3M
2
+$7.38M
3
+$5.5M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$4.95M
5
FUTY icon
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
IMCG icon
126
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.63B
$4.07M 0.19%
51,612
+686
SPMO icon
127
Invesco S&P 500 Momentum ETF
SPMO
$21.1B
$3.88M 0.18%
34,646
-16,300
FUTY icon
128
Fidelity MSCI Utilities Index ETF
FUTY
$2.42B
$3.87M 0.18%
65,440
-85,359
VAW icon
129
Vanguard Materials ETF
VAW
$3.06B
$3.84M 0.18%
+17,056
AMAT icon
130
Applied Materials
AMAT
$498B
$3.84M 0.18%
11,244
+1,372
MRK icon
131
Merck
MRK
$318B
$3.75M 0.18%
31,173
-790
IJR icon
132
iShares Core S&P Small-Cap ETF
IJR
$113B
$3.75M 0.18%
30,136
-4
BOTZ icon
133
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.33B
$3.73M 0.18%
112,218
-60,770
LNG icon
134
Cheniere Energy
LNG
$50.6B
$3.67M 0.17%
12,941
+412
HON icon
135
Honeywell
HON
$147B
$3.66M 0.17%
16,178
-210
PLD icon
136
Prologis
PLD
$130B
$3.64M 0.17%
27,502
+87
SPYG icon
137
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.9B
$3.62M 0.17%
36,948
-1,401
BRK.A icon
138
Berkshire Hathaway Class A
BRK.A
$1.07T
$3.59M 0.17%
5
DFAX icon
139
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.7B
$3.59M 0.17%
105,578
+13,613
SLYG icon
140
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.11B
$3.59M 0.17%
37,118
+3,815
VT icon
141
Vanguard Total World Stock ETF
VT
$74B
$3.56M 0.17%
25,770
-98
BITX icon
142
2x Bitcoin Strategy ETF
BITX
$720M
$3.55M 0.17%
241,039
+6,704
IVW icon
143
iShares S&P 500 Growth ETF
IVW
$72.2B
$3.55M 0.17%
31,400
-10,524
LEGR icon
144
First Trust Indxx Innovative Transaction & Process ETF
LEGR
$127M
$3.55M 0.17%
61,476
+542
MA icon
145
Mastercard
MA
$441B
$3.55M 0.17%
7,104
-321
FXH icon
146
First Trust Health Care AlphaDEX Fund
FXH
$953M
$3.53M 0.17%
32,164
+11,367
MDYG icon
147
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.98B
$3.51M 0.17%
36,584
+3,046
CGGO icon
148
Capital Group Global Growth Equity ETF
CGGO
$11.6B
$3.39M 0.16%
101,565
-2,316
MKTN
149
Federated Hermes MDT Market Neutral ETF
MKTN
$106M
$3.37M 0.16%
+129,812
XLY icon
150
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22B
$3.36M 0.16%
30,826
-17,637
4 5
6
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