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
$1.33B
AUM Growth
-$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$11.9M
3
+$8.56M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.01M
5
SSO icon
ProShares Ultra S&P500
SSO
+$5.68M

Top Sells

1
+$20.6M
2
+$14.5M
3
+$14.4M
4
NVDA icon
NVIDIA
NVDA
+$13.6M
5
AAPL icon
Apple
AAPL
+$13.3M

Sector Composition

1 Technology 17.97%
2 Industrials 5.57%
3 Financials 5.51%
4 Consumer Discretionary 4.47%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.26M 0.09%
32,980
+4,362
227
$1.25M 0.09%
+8,073
228
$1.24M 0.09%
38,024
-4,079
229
$1.23M 0.09%
6,930
-1,887
230
$1.22M 0.09%
11,068
-3,904
231
$1.22M 0.09%
19,268
+7,545
232
$1.2M 0.09%
2,109
+584
233
$1.2M 0.09%
14,791
+7,222
234
$1.2M 0.09%
10,608
-11,189
235
$1.19M 0.09%
13,862
-11,366
236
$1.18M 0.09%
22,537
-4,619
237
$1.17M 0.09%
5,713
+3,179
238
$1.17M 0.09%
2,244
-546
239
$1.17M 0.09%
32,504
+12,007
240
$1.16M 0.09%
+17,533
241
$1.16M 0.09%
11,639
+2,040
242
$1.13M 0.08%
56,241
-13,075
243
$1.12M 0.08%
18,525
-3,529
244
$1.11M 0.08%
10,784
+5,245
245
$1.11M 0.08%
43,755
+20,902
246
$1.1M 0.08%
20,554
+225
247
$1.1M 0.08%
22,894
-909
248
$1.1M 0.08%
52,400
+10,549
249
$1.1M 0.08%
20,369
-880
250
$1.1M 0.08%
8,750
-5,508
8 9
10
11 12