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
$882M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$23.8M
3
+$22M
4
AMZN icon
Amazon
AMZN
+$14.6M
5
NVDA icon
NVIDIA
NVDA
+$10.2M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.18M
4
GE icon
GE Aerospace
GE
+$1.13M
5
NVO icon
Novo Nordisk
NVO
+$959K

Sector Composition

1 Technology 20.9%
2 Industrials 8.18%
3 Healthcare 8.1%
4 Financials 7.87%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$753K 0.09%
+9,740
252
$746K 0.08%
12,052
+842
253
$746K 0.08%
34,235
+21,655
254
$745K 0.08%
12,138
+3,964
255
$744K 0.08%
23,111
+4,505
256
$743K 0.08%
+3,766
257
$743K 0.08%
+12,033
258
$741K 0.08%
2,827
+1,586
259
$737K 0.08%
41,791
+13,731
260
$735K 0.08%
+13,600
261
$733K 0.08%
+1,802
262
$723K 0.08%
+2,327
263
$720K 0.08%
2,846
+1,022
264
$715K 0.08%
11,295
+1,005
265
$715K 0.08%
11,416
+4,715
266
$715K 0.08%
17,636
+12,001
267
$708K 0.08%
+51,302
268
$707K 0.08%
12,266
+2,586
269
$705K 0.08%
7,572
-1,952
270
$701K 0.08%
7,706
-1,957
271
$699K 0.08%
3,318
-2,970
272
$695K 0.08%
76,613
-13,539
273
$692K 0.08%
56,806
+35,723
274
$689K 0.08%
23,362
+7,299
275
$688K 0.08%
+7,528
9 10
11
12 13