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

Top Buys

1
+$36.3M
2
+$23.8M
3
+$22M
4
AMZN icon
Amazon
AMZN
+$14.6M
5
NVDA icon
NVIDIA
NVDA
+$10.2M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.18M
4
GE icon
GE Aerospace
GE
+$1.13M
5
NVO icon
Novo Nordisk
NVO
+$959K

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
$850K 0.1%
+28,888
227
$844K 0.1%
+5,264
228
$842K 0.1%
8,622
+403
229
$841K 0.1%
5,277
+838
230
$839K 0.1%
11,623
+1,083
231
$839K 0.1%
7,752
+3,450
232
$834K 0.09%
12,672
-13,236
233
$832K 0.09%
2,363
-2,133
234
$820K 0.09%
11,307
+5,417
235
$819K 0.09%
3,681
+921
236
$816K 0.09%
3,257
+2,210
237
$815K 0.09%
15,850
+2,521
238
$809K 0.09%
6,223
+4,721
239
$805K 0.09%
14,507
-592
240
$798K 0.09%
14,557
-2,542
241
$791K 0.09%
26,573
+6,106
242
$783K 0.09%
12,803
+2,611
243
$780K 0.09%
8,924
-941
244
$776K 0.09%
7,215
+3,642
245
$770K 0.09%
8,213
+6,039
246
$770K 0.09%
+8,461
247
$762K 0.09%
19,533
+13,101
248
$760K 0.09%
+944
249
$758K 0.09%
11,019
+5,570
250
$757K 0.09%
3,251
+343
8 9
10
11 12