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

Top Buys

1
+$5.91M
2
+$5.79M
3
+$4.67M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.3M
5
PLD icon
Prologis
PLD
+$4.11M

Top Sells

1
+$685M
2
+$240M
3
+$16.7M
4
UNH icon
UnitedHealth
UNH
+$13.4M
5
META icon
Meta Platforms (Facebook)
META
+$12M

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
$552K 0.09%
16,800
227
$550K 0.09%
+24,721
228
$545K 0.09%
+13,270
229
$541K 0.09%
+4,188
230
$539K 0.09%
12,580
-1,350
231
$535K 0.09%
+15,085
232
$535K 0.09%
+2,654
233
$534K 0.09%
7,250
-36,158
234
$531K 0.09%
10,520
-991
235
$526K 0.09%
+20,698
236
$524K 0.09%
5,743
-3,335
237
$522K 0.09%
38,939
-80,478
238
$518K 0.09%
6,990
-33,235
239
$513K 0.09%
+4,851
240
$513K 0.09%
+9,680
241
$508K 0.09%
+5,516
242
$497K 0.08%
16,306
+9,975
243
$495K 0.08%
+7,898
244
$495K 0.08%
+5,768
245
$494K 0.08%
+9,983
246
$491K 0.08%
+5,835
247
$485K 0.08%
+3,947
248
$484K 0.08%
+6,193
249
$484K 0.08%
+3,694
250
$483K 0.08%
1,824
-362
8 9
10
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