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
126
$3.2M 0.19%
101,447
+32,670
127
$3.18M 0.19%
33,712
+747
128
$3.17M 0.19%
27,656
-2,835
129
$3.12M 0.19%
34,114
+199
130
$3.08M 0.19%
22,047
-1,731
131
$3.06M 0.19%
8,862
+1,941
132
$2.97M 0.18%
491,900
+6,085
133
$2.95M 0.18%
9,698
+3,249
134
$2.94M 0.18%
24,378
+3,120
135
$2.93M 0.18%
33,895
+74
136
$2.87M 0.17%
91,508
137
$2.87M 0.17%
23,197
+2,987
138
$2.83M 0.17%
9,401
+1,737
139
$2.77M 0.17%
10,345
-307
140
$2.73M 0.17%
62,160
+8,806
141
$2.66M 0.16%
89,737
+3,544
142
$2.57M 0.16%
30,835
-698
143
$2.54M 0.15%
32,420
+3,214
144
$2.54M 0.15%
21,366
+3,500
145
$2.54M 0.15%
83,567
+34,232
146
$2.53M 0.15%
4,109
+376
147
$2.52M 0.15%
46,618
-1,971
148
$2.52M 0.15%
24,012
-3,793
149
$2.51M 0.15%
30,115
+2,523
150
$2.49M 0.15%
10,298
+832
4 5
6
7 8