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
201
$1.75M 0.11%
10,764
+1,653
202
$1.74M 0.11%
406
-5
203
$1.74M 0.11%
9,956
+4,223
204
$1.74M 0.11%
116,296
+1,621
205
$1.73M 0.1%
6,647
-1,489
206
$1.71M 0.1%
14,759
+134
207
$1.69M 0.1%
36,530
-2,793
208
$1.67M 0.1%
66,952
+38,822
209
$1.67M 0.1%
37,525
+16,848
210
$1.66M 0.1%
49,578
-3,985
211
$1.64M 0.1%
11,377
+2,277
212
$1.63M 0.1%
15,290
+3,198
213
$1.62M 0.1%
27,401
+7,298
214
$1.6M 0.1%
49,151
-1,010
215
$1.6M 0.1%
24,201
+2,315
216
$1.59M 0.1%
124,604
+3,045
217
$1.58M 0.1%
2,595
-130
218
$1.58M 0.1%
79,520
219
$1.57M 0.1%
9,191
-16
220
$1.57M 0.1%
46,785
+107
221
$1.56M 0.09%
6,614
-2,848
222
$1.56M 0.09%
40,974
+2,309
223
$1.55M 0.09%
59,088
-2,270
224
$1.55M 0.09%
17,717
+2,139
225
$1.54M 0.09%
27,243
+8,798
7 8
9
10 11