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

Top Buys

1
+$5.91M
2
+$5.79M
3
+$4.67M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.3M
5
PLD icon
Prologis
PLD
+$4.11M

Top Sells

1
+$685M
2
+$240M
3
+$16.7M
4
UNH icon
UnitedHealth
UNH
+$13.4M
5
META icon
Meta Platforms (Facebook)
META
+$12M

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
$481K 0.08%
+10,109
252
$478K 0.08%
8,174
-570
253
$477K 0.08%
4,620
+2,326
254
$476K 0.08%
14,120
+2,064
255
$474K 0.08%
+15,007
256
$473K 0.08%
1,047
-968
257
$470K 0.08%
+8,225
258
$469K 0.08%
+120,000
259
$465K 0.08%
+28,060
260
$464K 0.08%
+6,121
261
$463K 0.08%
+2,174
262
$457K 0.08%
5,635
-28,411
263
$453K 0.08%
+3,683
264
$452K 0.08%
+5,594
265
$450K 0.08%
+14,920
266
$448K 0.08%
3,673
+2,203
267
$446K 0.08%
+16,063
268
$444K 0.08%
+4,487
269
$441K 0.08%
+4,730
270
$439K 0.08%
4,248
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271
$438K 0.07%
+3,525
272
$437K 0.07%
+172
273
$436K 0.07%
+14,664
274
$434K 0.07%
6,432
-31,377
275
$429K 0.07%
+5,301
9 10
11
12 13