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
$1.11B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$11.8M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$10.3M
5
AVGO icon
Broadcom
AVGO
+$6.8M

Top Sells

1
+$2.3M
2
+$1.91M
3
+$1.31M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.17M
5
GE icon
GE Aerospace
GE
+$949K

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
$910K 0.08%
3,035
+926
252
$902K 0.08%
2,809
+1,112
253
$902K 0.08%
8,766
+214
254
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8,429
+2,946
255
$895K 0.08%
8,618
+157
256
$895K 0.08%
9,847
+5,290
257
$894K 0.08%
12,404
+6,109
258
$880K 0.08%
22,652
+4,147
259
$875K 0.08%
9,596
+2,313
260
$874K 0.08%
5,158
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261
$874K 0.08%
34,481
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262
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11,747
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263
$862K 0.08%
16,327
-6,618
264
$857K 0.08%
20,154
+1,946
265
$856K 0.08%
13,470
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266
$836K 0.08%
19,037
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267
$833K 0.08%
18,295
+7,177
268
$831K 0.07%
17,498
+7,500
269
$831K 0.07%
7,800
+240
270
$828K 0.07%
22,709
-359
271
$816K 0.07%
11,673
-1,543
272
$813K 0.07%
2,467
+1
273
$808K 0.07%
19,644
+1,763
274
$807K 0.07%
5,540
+260
275
$807K 0.07%
25,586
+12,448
9 10
11
12 13