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
$585M
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$4.98M
3
+$4.76M
4
PLD icon
Prologis
PLD
+$4.48M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.48M

Top Sells

1
+$220M
2
+$120M
3
+$12.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.97M
5
AMZN icon
Amazon
AMZN
+$2.95M

Sector Composition

1 Technology 20.94%
2 Healthcare 11.29%
3 Industrials 9.48%
4 Consumer Discretionary 8.15%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$545K 0.09%
+13,270
227
$541K 0.09%
+4,188
228
$539K 0.09%
12,580
-1,350
229
$535K 0.09%
+15,085
230
$535K 0.09%
+2,654
231
$534K 0.09%
7,250
-36,158
232
$531K 0.09%
10,520
-991
233
$526K 0.09%
+20,698
234
$524K 0.09%
5,743
-3,335
235
$522K 0.09%
38,939
-80,478
236
$518K 0.09%
6,990
-33,235
237
$513K 0.09%
+4,851
238
$513K 0.09%
+9,680
239
$508K 0.09%
+5,516
240
$497K 0.08%
16,306
+9,975
241
$495K 0.08%
+7,898
242
$495K 0.08%
+5,768
243
$494K 0.08%
+9,983
244
$491K 0.08%
+5,835
245
$485K 0.08%
+3,947
246
$484K 0.08%
+6,193
247
$484K 0.08%
+3,694
248
$483K 0.08%
1,824
-362
249
$481K 0.08%
+10,109
250
$478K 0.08%
8,174
-570
8 9
10
11 12