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

1Technology35.91%
2Consumer Discretionary5.59%
3Communication Services5.59%
4Financials4.58%
5Industrials3.65%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.54M0.06%279,035 New
+$1.54M
$1.53M0.06%24,028
+876
+4%
+$55.9K
$1.52M0.06%11,363
+5,012
+79%
+$669K
$1.52M0.06%7,244
-334
-4%
-$69.9K
$1.51M0.06%52,859
+35,809
+210%
+$1.02M
$1.5M0.06%17,005
+315
+2%
+$27.7K
$1.49M0.06%78,685 ––
$1.48M0.06%2,893
+99
+4%
+$50.7K
$1.47M0.06%19,362
-336
-2%
-$25.4K
$1.44M0.05%2,135
+26
+1%
+$17.5K
$1.42M0.05%240,423
-698
-0.3%
-$4.11K
$1.41M0.05%59,883
+4,845
+9%
+$114K
$1.41M0.05%32,448
+12,800
+65%
+$557K
$1.4M0.05%10,621
+1,065
+11%
+$140K
$1.39M0.05%22,847
-874
-4%
-$53K
$1.39M0.05%139,250
+102,607
+280%
+$1.02M
$1.38M0.05%18,517
+3,639
+24%
+$272K
$1.38M0.05%5,360
+1,387
+35%
+$357K
$1.38M0.05%61,833
+29,950
+94%
+$667K
$1.37M0.05%57,782
-1,706
-3%
-$40.6K
$1.37M0.05%5,427
+412
+8%
+$104K
$1.36M0.05%33,272
+2,051
+7%
+$83.6K
$1.35M0.05%78,375
+21,950
+39%
+$379K
$1.35M0.05%21,434
+11,773
+122%
+$742K
$1.35M0.05%13,086
-1,895
-13%
-$195K
1 8910111235