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
176
$2.08M 0.13%
18,957
+16,515
177
$2.07M 0.13%
9,390
-610
178
$2.05M 0.12%
30,247
+1,674
179
$2.05M 0.12%
14,517
+5,452
180
$2.02M 0.12%
16,494
+12,126
181
$1.98M 0.12%
29,921
+4,761
182
$1.98M 0.12%
26,848
+2,976
183
$1.97M 0.12%
18,815
-365
184
$1.92M 0.12%
9,366
+2,923
185
$1.87M 0.11%
3,804
+198
186
$1.86M 0.11%
18,727
+698
187
$1.84M 0.11%
13,298
+163
188
$1.84M 0.11%
42,767
+18,536
189
$1.84M 0.11%
35,506
-1,512
190
$1.83M 0.11%
30,415
+20,894
191
$1.82M 0.11%
70,637
-4,893
192
$1.81M 0.11%
12,922
+1,767
193
$1.8M 0.11%
16,724
+10,923
194
$1.8M 0.11%
21,525
+3,562
195
$1.78M 0.11%
38,381
+2,490
196
$1.77M 0.11%
25,833
+4,080
197
$1.77M 0.11%
12,853
+36
198
$1.77M 0.11%
24,331
+2,131
199
$1.77M 0.11%
39,220
-2,359
200
$1.75M 0.11%
11,603
+3,901
6 7
8
9 10