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
$585M
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$4.98M
3
+$4.76M
4
PLD icon
Prologis
PLD
+$4.48M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.48M

Top Sells

1
+$220M
2
+$120M
3
+$12.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.97M
5
AMZN icon
Amazon
AMZN
+$2.95M

Sector Composition

1 Technology 20.94%
2 Healthcare 11.29%
3 Industrials 9.48%
4 Consumer Discretionary 8.15%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$477K 0.08%
4,620
+2,326
252
$476K 0.08%
14,120
+2,064
253
$474K 0.08%
+15,007
254
$473K 0.08%
1,047
-968
255
$470K 0.08%
+8,225
256
$469K 0.08%
+120,000
257
$465K 0.08%
+28,060
258
$464K 0.08%
+6,121
259
$463K 0.08%
+2,174
260
$457K 0.08%
5,635
-28,411
261
$453K 0.08%
+3,683
262
$452K 0.08%
+5,594
263
$450K 0.08%
+14,920
264
$448K 0.08%
3,673
+2,203
265
$446K 0.08%
+16,063
266
$444K 0.08%
+4,487
267
$441K 0.08%
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268
$439K 0.08%
4,248
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269
$438K 0.07%
+3,525
270
$437K 0.07%
+172
271
$436K 0.07%
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272
$434K 0.07%
6,432
-31,377
273
$429K 0.07%
+5,301
274
$429K 0.07%
+9,813
275
$425K 0.07%
7,088
-210
9 10
11
12 13