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
$314M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$12.3M
3
+$9.82M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.54M
5
AMZN icon
Amazon
AMZN
+$7.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.87%
2 Industrials 12.24%
3 Healthcare 8.9%
4 Financials 7.09%
5 Consumer Discretionary 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$169K 0.05%
+15,000
252
$165K 0.05%
+24,573
253
$165K 0.05%
+15,600
254
$160K 0.05%
+15,519
255
$157K 0.05%
+15,488
256
$143K 0.05%
+18,290
257
$137K 0.04%
+32,175
258
$94.6K 0.03%
+11,975
259
$74.6K 0.02%
+12,000
260
$34.2K 0.01%
+1,107
7 8 9 10
11