KWA
Kingswood Wealth Advisors Portfolio holdings
AUM $2.62B
AUM
$2.62B
AUM Growth
+$1.29B (+97%)
Cap. Flow
+$1.37B
Cap. Flow % of AUM
52.27%
Top 10 Holdings %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
1 | Technology | 35.94% |
2 | Consumer Discretionary | 5.59% |
3 | Communication Services | 5.56% |
4 | Financials | 4.58% |
5 | Industrials | 3.65% |