KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.62B
AUM
$2.62B
AUM Growth
+$1.29B
Cap. Flow
+$1.37B
Cap. Flow %
52.27%
Top 10 Hldgs %
47.62%
Holding
869
New
74
Increased
417
Reduced
239
Closed
103

Top Buys

1
$498M
2
$117M
3
$96.4M
4
$95M
5
$56.2M

Top Sells

1
$5.66M
2
$5.31M
3
$4.76M
4
$4.36M
5
$3.24M

Sector Composition

1Technology35.94%
2Consumer Discretionary5.59%
3Communication Services5.56%
4Financials4.58%
5Industrials3.65%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$561M21.44%2,513,944
+2,230,086
+786%
+$498M
$163M6.22%290,169
+209,506
+260%
+$117M
$134M5.12%1,220,279
+865,068
+244%
+$95M
$124M4.74%325,271
+253,065
+350%
+$96.4M
$76M2.91%396,506
+293,277
+284%
+$56.2M
$63.4M2.42%108,432
+85,691
+377%
+$50.1M
$36M1.37%229,674
+170,331
+287%
+$26.7M
$33.2M1.27%59,039
+34,480
+140%
+$19.4M
$30.6M1.17%65,023
+7,713
+13%
+$3.63M
$25.4M0.97%283,288
+188,868
+200%
+$16.9M
$24.8M0.95%93,147
+64,734
+228%
+$17.2M
$23.6M0.9%45,919
+4,911
+12%
+$2.53M
$22.4M0.86%110,157
+71,855
+188%
+$14.6M
$19.6M0.75%71,135
+37,807
+113%
+$10.4M
$19.4M0.74%67,572
+48,435
+253%
+$13.9M
$18.9M0.72%753,364
+15,643
+2%
+$392K
$18.7M0.71%287,024
+1,957
+0.7%
+$128K
$18.7M0.71%117,954
+80,135
+212%
+$12.7M
$17.5M0.67%181,219
+92,179
+104%
+$8.91M
$17.1M0.65%193,244
+137,701
+248%
+$12.2M
$16.8M0.64%788,025
+563,432
+251%
+$12M
$16.8M0.64%124,980
+81,683
+189%
+$11M
$15.3M0.59%128,722
+85,237
+196%
+$10.1M
$14.5M0.55%59,147
+27,073
+84%
+$6.62M
$12.9M0.49%152,141
+113,010
+289%
+$9.56M
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