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
176
$1.49M 0.14%
32,439
+1,595
177
$1.49M 0.14%
78,685
178
$1.45M 0.13%
12,980
-1,611
179
$1.43M 0.13%
7,151
-796
180
$1.43M 0.13%
10,216
-1,803
181
$1.43M 0.13%
14,607
-248
182
$1.43M 0.13%
12,310
-11,977
183
$1.42M 0.13%
240,423
-698
184
$1.41M 0.13%
59,883
+4,845
185
$1.41M 0.13%
62,323
+6,082
186
$1.41M 0.13%
369
-26
187
$1.4M 0.13%
2,735
-59
188
$1.39M 0.13%
22,847
-874
189
$1.38M 0.13%
18,944
+419
190
$1.38M 0.13%
10,418
-190
191
$1.38M 0.13%
5,360
+1,387
192
$1.37M 0.13%
57,782
-1,706
193
$1.36M 0.12%
23,148
-7,929
194
$1.36M 0.12%
16,843
-10,508
195
$1.35M 0.12%
78,375
+21,950
196
$1.35M 0.12%
13,086
-1,895
197
$1.35M 0.12%
53,563
-10,207
198
$1.34M 0.12%
35,822
-2,202
199
$1.33M 0.12%
14,394
+3,452
200
$1.33M 0.12%
17,548
-2,150
6 7
8
9 10