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
$314M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$12.3M
3
+$9.82M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.54M
5
AMZN icon
Amazon
AMZN
+$7.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.87%
2 Industrials 12.24%
3 Healthcare 8.9%
4 Financials 7.09%
5 Consumer Discretionary 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$233K 0.07%
+2,812
227
$233K 0.07%
+10,303
228
$232K 0.07%
+11,900
229
$230K 0.07%
+8,457
230
$226K 0.07%
+8,366
231
$226K 0.07%
+12,276
232
$225K 0.07%
+8,524
233
$223K 0.07%
+3,951
234
$222K 0.07%
+6,331
235
$221K 0.07%
+305
236
$220K 0.07%
+1,479
237
$220K 0.07%
+19,424
238
$220K 0.07%
+21,173
239
$219K 0.07%
+3,466
240
$218K 0.07%
+3,616
241
$215K 0.07%
+704
242
$214K 0.07%
+1,832
243
$207K 0.07%
+1,800
244
$207K 0.07%
+1,470
245
$204K 0.06%
+1,803
246
$194K 0.06%
+16,568
247
$184K 0.06%
+10,298
248
$178K 0.06%
+6,398
249
$174K 0.06%
+36,720
250
$169K 0.05%
+16,339
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