KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
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
+$210M
2
+$110M
3
+$26.4M
4
MSFT icon
Microsoft
MSFT
+$11.3M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.09M

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
$232K 0.07%
+11,900
227
$230K 0.07%
+8,457
228
$226K 0.07%
+8,366
229
$226K 0.07%
+12,276
230
$225K 0.07%
+8,524
231
$223K 0.07%
+3,951
232
$222K 0.07%
+6,331
233
$221K 0.07%
+305
234
$220K 0.07%
+1,479
235
$220K 0.07%
+19,424
236
$220K 0.07%
+21,173
237
$219K 0.07%
+3,466
238
$218K 0.07%
+3,616
239
$215K 0.07%
+704
240
$214K 0.07%
+1,832
241
$207K 0.07%
+1,800
242
$207K 0.07%
+1,470
243
$204K 0.06%
+1,803
244
$194K 0.06%
+16,568
245
$184K 0.06%
+10,298
246
$178K 0.06%
+6,398
247
$174K 0.06%
+36,720
248
$169K 0.05%
+16,339
249
$169K 0.05%
+15,000
250
$165K 0.05%
+24,573
7 8 9
10
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