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
126
$2.06M 0.19%
69,444
-17,490
127
$2.06M 0.19%
40,463
-24,715
128
$2.06M 0.19%
12,987
+6,313
129
$2.06M 0.19%
39,204
+9,315
130
$2.06M 0.19%
102,695
+5,500
131
$2.05M 0.19%
22,346
-134
132
$2.04M 0.19%
72,346
+2,208
133
$2.03M 0.19%
26,689
+2,549
134
$2M 0.18%
25,560
-88
135
$2M 0.18%
5,528
-2,295
136
$1.99M 0.18%
18,090
+646
137
$1.99M 0.18%
12,091
-2,059
138
$1.99M 0.18%
41,754
+497
139
$1.98M 0.18%
31,975
-1,093
140
$1.96M 0.18%
31,138
+11,870
141
$1.96M 0.18%
21,084
+3,472
142
$1.95M 0.18%
6,247
-2,438
143
$1.95M 0.18%
131,717
-127,214
144
$1.95M 0.18%
38,489
-50,081
145
$1.89M 0.17%
12,638
-772
146
$1.88M 0.17%
60,859
+28,310
147
$1.88M 0.17%
13,358
-2,010
148
$1.84M 0.17%
+168,007
149
$1.82M 0.17%
28,201
+2,515
150
$1.79M 0.16%
28,458
+10,925
4 5
6
7 8