KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
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
+$210M
2
+$110M
3
+$26.4M
4
MSFT icon
Microsoft
MSFT
+$11.3M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.09M

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
$165K 0.05%
+15,600
252
$160K 0.05%
+15,519
253
$157K 0.05%
+15,488
254
$143K 0.05%
+18,290
255
$137K 0.04%
+32,175
256
$94.6K 0.03%
+11,975
257
$74.6K 0.02%
+12,000
258
$34.2K 0.01%
+1,107
7 8 9 10
11