KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
-$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$12M
3
+$8.46M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.13M
5
SSO icon
ProShares Ultra S&P500
SSO
+$5.78M

Top Sells

1
+$20.8M
2
+$14.4M
3
+$14M
4
AMZN icon
Amazon
AMZN
+$13.5M
5
AAPL icon
Apple
AAPL
+$12.5M

Sector Composition

1 Technology 17.97%
2 Industrials 5.57%
3 Financials 5.51%
4 Consumer Discretionary 4.47%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2M 0.15%
49,604
+23,085
152
$2M 0.15%
19,925
-1,643
153
$1.99M 0.15%
4,442
+328
154
$1.99M 0.15%
85,400
+56,500
155
$1.94M 0.15%
98,977
+5,225
156
$1.93M 0.14%
4,331
-2,622
157
$1.92M 0.14%
15,165
-1,670
158
$1.87M 0.14%
68,558
-221,704
159
$1.87M 0.14%
14,633
-1,921
160
$1.85M 0.14%
+5,400
161
$1.85M 0.14%
22,480
-38,596
162
$1.82M 0.14%
+42,171
163
$1.82M 0.14%
41,723
+18,112
164
$1.81M 0.14%
78,797
+5,847
165
$1.81M 0.14%
24,140
+5,296
166
$1.79M 0.13%
17,612
+2,301
167
$1.74M 0.13%
56,498
+27,222
168
$1.74M 0.13%
52,923
-18,483
169
$1.69M 0.13%
12,524
-1,419
170
$1.69M 0.13%
63,770
-46,198
171
$1.68M 0.13%
15,763
+52
172
$1.68M 0.13%
15,057
-5,676
173
$1.65M 0.12%
84,900
+26,757
174
$1.65M 0.12%
23,898
+317
175
$1.64M 0.12%
+25,686
5 6
7
8 9