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
$1.4B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.7M
3
+$8.73M
4
AAPL icon
Apple
AAPL
+$8.6M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$7.99M

Top Sells

1
+$12.9M
2
+$6.09M
3
+$5.3M
4
NVDA icon
NVIDIA
NVDA
+$3.8M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.06M

Sector Composition

1 Technology 21.23%
2 Healthcare 7.26%
3 Industrials 6.78%
4 Financials 6.78%
5 Consumer Discretionary 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.44M 0.1%
8,045
+350
227
$1.44M 0.1%
14,972
-1,344
228
$1.43M 0.1%
28,618
+5,215
229
$1.43M 0.1%
8,817
-1,787
230
$1.41M 0.1%
3,753
-245
231
$1.41M 0.1%
+52,340
232
$1.39M 0.1%
27,156
+8,861
233
$1.38M 0.1%
57,408
-277
234
$1.37M 0.1%
2,790
-1,050
235
$1.36M 0.1%
6,786
-471
236
$1.36M 0.1%
12,178
+6,634
237
$1.36M 0.1%
22,896
+17,323
238
$1.35M 0.1%
15,042
+694
239
$1.35M 0.1%
5,767
+271
240
$1.34M 0.1%
37,396
+15,179
241
$1.33M 0.09%
4,810
+367
242
$1.32M 0.09%
+22,339
243
$1.3M 0.09%
+5,887
244
$1.3M 0.09%
21,714
+613
245
$1.28M 0.09%
+14,475
246
$1.28M 0.09%
53,316
-3,636
247
$1.27M 0.09%
4,935
-219
248
$1.27M 0.09%
+64,115
249
$1.26M 0.09%
27,766
+9,019
250
$1.25M 0.09%
21,794
+3,074
8 9
10
11 12