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
201
$1.32M 0.12%
5,245
+230
202
$1.31M 0.12%
32,183
+962
203
$1.31M 0.12%
14,625
+100
204
$1.3M 0.12%
45,794
+28,744
205
$1.3M 0.12%
38,695
+6,191
206
$1.28M 0.12%
12,982
-2,075
207
$1.27M 0.12%
6,391
-3,127
208
$1.26M 0.12%
33,290
+310
209
$1.26M 0.11%
2,657
-1,027
210
$1.25M 0.11%
20,996
+627
211
$1.24M 0.11%
12,279
+2,088
212
$1.23M 0.11%
14,956
+165
213
$1.21M 0.11%
6,998
+3,374
214
$1.2M 0.11%
13,282
-3,850
215
$1.19M 0.11%
10,477
+2,508
216
$1.19M 0.11%
9,243
-5,390
217
$1.19M 0.11%
5,093
-963
218
$1.17M 0.11%
10,737
-1,495
219
$1.16M 0.11%
54,107
+1,707
220
$1.15M 0.11%
8,540
+30
221
$1.13M 0.1%
19,012
-3,525
222
$1.13M 0.1%
3,364
-1,101
223
$1.12M 0.1%
22,866
-28
224
$1.11M 0.1%
15,006
-12,765
225
$1.11M 0.1%
7,129
-944
7 8
9
10 11