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
$882M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$22.6M
3
+$20.6M
4
AMZN icon
Amazon
AMZN
+$13.5M
5
NVDA icon
NVIDIA
NVDA
+$9.56M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.07M
4
GE icon
GE Aerospace
GE
+$1.02M
5
NVO icon
Novo Nordisk
NVO
+$917K

Sector Composition

1 Technology 20.9%
2 Industrials 8.18%
3 Healthcare 8.1%
4 Financials 7.87%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$842K 0.1%
8,622
+403
227
$841K 0.1%
5,277
+838
228
$839K 0.1%
11,623
+1,083
229
$839K 0.1%
7,752
+3,450
230
$834K 0.09%
12,672
-13,236
231
$832K 0.09%
2,363
-2,133
232
$820K 0.09%
11,307
+5,417
233
$819K 0.09%
3,681
+921
234
$816K 0.09%
3,257
+2,210
235
$815K 0.09%
15,850
+2,521
236
$809K 0.09%
6,223
+4,721
237
$805K 0.09%
14,507
-592
238
$798K 0.09%
14,557
-2,542
239
$791K 0.09%
26,573
+6,106
240
$783K 0.09%
12,803
+2,611
241
$780K 0.09%
8,924
-941
242
$776K 0.09%
7,215
+3,642
243
$770K 0.09%
8,213
+6,039
244
$770K 0.09%
+8,461
245
$762K 0.09%
19,533
+13,101
246
$760K 0.09%
+944
247
$758K 0.09%
11,019
+5,570
248
$757K 0.09%
3,251
+343
249
$753K 0.09%
+9,740
250
$746K 0.08%
12,052
+842
8 9
10
11 12