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
151
$1.78M 0.16%
7,674
-207
152
$1.76M 0.16%
63,004
-5,554
153
$1.76M 0.16%
33,847
+13,791
154
$1.74M 0.16%
313,094
155
$1.71M 0.16%
5,210
-233
156
$1.71M 0.16%
31,199
-7,745
157
$1.7M 0.16%
19,375
-13,259
158
$1.69M 0.15%
83,220
-1,680
159
$1.69M 0.15%
8,734
-2,181
160
$1.65M 0.15%
9,671
+529
161
$1.63M 0.15%
98,555
-53,651
162
$1.62M 0.15%
75,253
-25,782
163
$1.62M 0.15%
27,418
-488
164
$1.61M 0.15%
56,898
+12,700
165
$1.61M 0.15%
6,096
+247
166
$1.6M 0.15%
24,356
+458
167
$1.59M 0.15%
50,824
-5,674
168
$1.58M 0.14%
35,500
-6,223
169
$1.57M 0.14%
13,151
170
$1.56M 0.14%
45,565
-7,358
171
$1.56M 0.14%
4,064
-267
172
$1.54M 0.14%
+279,035
173
$1.53M 0.14%
24,028
+876
174
$1.5M 0.14%
7,158
-420
175
$1.5M 0.14%
17,005
+315
5 6
7
8 9