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
$1.11B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$11.8M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$10.3M
5
AVGO icon
Broadcom
AVGO
+$6.8M

Top Sells

1
+$2.3M
2
+$1.91M
3
+$1.31M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.17M
5
GE icon
GE Aerospace
GE
+$949K

Sector Composition

1 Technology 24.58%
2 Healthcare 7.65%
3 Financials 7.14%
4 Industrials 7.04%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.03M 0.09%
63,321
+14,692
227
$1.03M 0.09%
12,578
+443
228
$1.02M 0.09%
10,515
+52
229
$1.01M 0.09%
23,172
+3,504
230
$997K 0.09%
1,769
-403
231
$993K 0.09%
18,720
+1,973
232
$990K 0.09%
31,958
-20,228
233
$987K 0.09%
+22,031
234
$987K 0.09%
12,792
-2,448
235
$985K 0.09%
38,906
+24,489
236
$980K 0.09%
14,138
+4,671
237
$978K 0.09%
2,031
+152
238
$970K 0.09%
13,347
-833
239
$969K 0.09%
10,475
+6,784
240
$968K 0.09%
1,658
+127
241
$966K 0.09%
12,611
+678
242
$964K 0.09%
8,756
+772
243
$962K 0.09%
13,350
+43
244
$962K 0.09%
21,264
+9,095
245
$952K 0.09%
2,120
+210
246
$934K 0.08%
+114,342
247
$934K 0.08%
10,790
+4,713
248
$932K 0.08%
3,502
+271
249
$932K 0.08%
+11,573
250
$920K 0.08%
17,340
+649
8 9
10
11 12