KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$11.3M
3
+$9.85M
4
AAPL icon
Apple
AAPL
+$9.08M
5
AVGO icon
Broadcom
AVGO
+$5.94M

Top Sells

1
+$2.3M
2
+$1.91M
3
+$1.31M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$989K
5
GE icon
GE Aerospace
GE
+$953K

Sector Composition

1 Technology 24.58%
2 Healthcare 7.65%
3 Financials 7.14%
4 Industrials 7.04%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$902K 0.08%
2,809
+1,112
252
$902K 0.08%
8,766
+214
253
$898K 0.08%
8,429
+2,946
254
$895K 0.08%
8,618
+157
255
$895K 0.08%
9,847
+5,290
256
$894K 0.08%
12,404
+6,109
257
$880K 0.08%
22,652
+4,147
258
$875K 0.08%
19,192
+4,626
259
$874K 0.08%
5,158
+236
260
$874K 0.08%
34,481
+4,729
261
$870K 0.08%
15,588
+1,152
262
$862K 0.08%
16,327
-6,618
263
$857K 0.08%
20,154
+1,946
264
$856K 0.08%
13,470
+3,470
265
$836K 0.08%
19,037
+24
266
$833K 0.08%
18,295
+7,177
267
$831K 0.07%
17,498
+7,500
268
$831K 0.07%
7,800
+240
269
$828K 0.07%
22,709
-359
270
$816K 0.07%
11,673
-1,543
271
$813K 0.07%
2,467
+1
272
$808K 0.07%
19,644
+1,763
273
$807K 0.07%
5,540
+260
274
$807K 0.07%
25,586
+12,448
275
$802K 0.07%
+16,579
9 10
11
12 13