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
$1.4B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.7M
3
+$8.73M
4
AAPL icon
Apple
AAPL
+$8.6M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$7.99M

Top Sells

1
+$12.9M
2
+$6.09M
3
+$5.3M
4
NVDA icon
NVIDIA
NVDA
+$3.8M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.06M

Sector Composition

1 Technology 21.23%
2 Healthcare 7.26%
3 Industrials 6.78%
4 Financials 6.78%
5 Consumer Discretionary 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.25M 0.09%
7,640
-1,464
252
$1.24M 0.09%
2,977
+1,041
253
$1.24M 0.09%
12,075
+7,568
254
$1.23M 0.09%
16,071
+3,667
255
$1.23M 0.09%
3,558
-10
256
$1.19M 0.08%
23,803
+1,772
257
$1.17M 0.08%
371
+134
258
$1.17M 0.08%
15,994
+8,612
259
$1.17M 0.08%
9,928
+1,172
260
$1.15M 0.08%
18,265
+1,938
261
$1.13M 0.08%
9,524
-136
262
$1.13M 0.08%
+8,590
263
$1.13M 0.08%
11,396
-1,749
264
$1.13M 0.08%
+58,143
265
$1.12M 0.08%
24,930
-649
266
$1.11M 0.08%
20,925
-10,108
267
$1.1M 0.08%
14,205
+2,977
268
$1.1M 0.08%
7,708
+2,356
269
$1.09M 0.08%
164,094
-169,906
270
$1.09M 0.08%
7,994
-6,361
271
$1.09M 0.08%
1,866
-165
272
$1.09M 0.08%
26,519
-2,174
273
$1.08M 0.08%
13,465
-378
274
$1.07M 0.08%
4,098
+726
275
$1.07M 0.08%
23,611
+9,104
9 10
11
12 13