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
151
$2.49M 0.15%
63,013
+442
152
$2.47M 0.15%
31,821
+4,894
153
$2.47M 0.15%
24,497
+18,197
154
$2.46M 0.15%
9,799
+4,733
155
$2.45M 0.15%
+46,845
156
$2.43M 0.15%
28,897
+5,262
157
$2.42M 0.15%
24,683
+4,088
158
$2.41M 0.15%
10,182
-107
159
$2.4M 0.14%
12,628
+2,667
160
$2.35M 0.14%
26,474
+185
161
$2.35M 0.14%
16,545
+463
162
$2.32M 0.14%
11,912
+2,016
163
$2.3M 0.14%
+45,366
164
$2.29M 0.14%
15,719
-734
165
$2.27M 0.14%
48,345
+9,723
166
$2.23M 0.13%
7,300
-810
167
$2.2M 0.13%
69,246
+921
168
$2.2M 0.13%
91,661
+47,085
169
$2.16M 0.13%
20,969
+670
170
$2.16M 0.13%
24,167
-163
171
$2.16M 0.13%
6,681
-564
172
$2.15M 0.13%
40,363
-4,528
173
$2.14M 0.13%
143,566
+31,839
174
$2.11M 0.13%
17,604
+759
175
$2.08M 0.13%
4,882
+1,887
5 6
7
8 9