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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
$2.11B
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,013
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$7.24M
3
+$5.43M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.98M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$4.83M

Top Sells

1
+$9.3M
2
+$7.38M
3
+$5.5M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$4.95M
5
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$4.95M

Sector Composition

1 Technology 14.42%
2 Industrials 5.77%
3 Financials 4.84%
4 Consumer Discretionary 3.82%
5 Communication Services 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
T icon
201
AT&T
T
$158B
$2.41M 0.11%
83,228
+9,190
SOXX icon
202
iShares Semiconductor ETF
SOXX
$43.1B
$2.4M 0.11%
7,296
+2,988
DIVO icon
203
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.12B
$2.39M 0.11%
53,314
+11,195
UNH icon
204
UnitedHealth
UNH
$389B
$2.38M 0.11%
8,794
-1,321
PFE icon
205
Pfizer
PFE
$138B
$2.37M 0.11%
84,516
+13,655
WDC icon
206
Western Digital
WDC
$202B
$2.35M 0.11%
+8,687
HCA icon
207
HCA Healthcare
HCA
$86.9B
$2.35M 0.11%
4,960
+61
PEP icon
208
PepsiCo
PEP
$193B
$2.34M 0.11%
15,071
-1,713
JCI icon
209
Johnson Controls International
JCI
$84.4B
$2.34M 0.11%
17,848
+366
PAVE icon
210
Global X US Infrastructure Development ETF
PAVE
$14.4B
$2.32M 0.11%
45,683
+15,686
VRT icon
211
Vertiv
VRT
$117B
$2.31M 0.11%
9,228
-241
MDYV icon
212
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.65B
$2.31M 0.11%
27,148
+91
BTC
213
Grayscale Bitcoin Mini Trust ETF
BTC
$3.16B
$2.31M 0.11%
76,867
+6,836
MO icon
214
Altria Group
MO
$123B
$2.28M 0.11%
34,515
+9,018
XLI icon
215
State Street Industrial Select Sector SPDR ETF
XLI
$32.8B
$2.24M 0.11%
13,827
+5,773
NOC icon
216
Northrop Grumman
NOC
$71B
$2.22M 0.11%
3,260
+70
CMI icon
217
Cummins
CMI
$94.6B
$2.21M 0.1%
4,109
+35
TJX icon
218
TJX Companies
TJX
$172B
$2.19M 0.1%
13,739
+1,183
ASML icon
219
ASML
ASML
$692B
$2.18M 0.1%
1,650
+75
QUAL icon
220
iShares MSCI USA Quality Factor ETF
QUAL
$44.7B
$2.17M 0.1%
11,334
-425
INTC icon
221
Intel
INTC
$645B
$2.17M 0.1%
49,130
-6,383
IEMG icon
222
iShares Core MSCI Emerging Markets ETF
IEMG
$157B
$2.16M 0.1%
30,943
+7,091
BMY icon
223
Bristol-Myers Squibb
BMY
$117B
$2.15M 0.1%
35,527
-4,905
HDV
224
iShares Core High Dividend ETF
HDV
$15B
$2.15M 0.1%
79,075
-530
VBR icon
225
Vanguard Small-Cap Value ETF
VBR
$36.8B
$2.14M 0.1%
9,873
+2,602
7 8
9
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