KWA
Kingswood Wealth Advisors Portfolio holdings
AUM $2.62B
AUM
$2.62B
AUM Growth
+$1.29B (+97%)
Cap. Flow
+$1.37B
Cap. Flow % of AUM
52.27%
Top 10 Holdings %Top 10 Hldgs %
47.62%
Holding
869
New
74
Increased
417
Reduced
239
Closed
103
Top Buys
| 1 | $498M | |
| 2 | $117M | |
| 3 | $96.4M | |
| 4 | $95M | |
| 5 | $56.2M |
Top Sells
| 1 | $5.66M | |
| 2 | $5.31M | |
| 3 | $4.76M | |
| 4 | $4.36M | |
| 5 | $3.24M |
Sector Composition
| 1 | Technology | 35.91% |
| 2 | Consumer Discretionary | 5.59% |
| 3 | Communication Services | 5.59% |
| 4 | Financials | 4.58% |
| 5 | Industrials | 3.65% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.11M | 0.04% | 2,244 | – | – | |||
| $1.11M | 0.04% | 7,129 -944 | -12% | -$147K | |||
| $1.1M | 0.04% | 12,177 +5,311 | +77% | +$481K | |||
| $1.1M | 0.04% | 5,974 +3,501 | +142% | +$646K | |||
| $1.1M | 0.04% | 4,526 +2,278 | +101% | +$552K | |||
| $1.1M | 0.04% | 3,524 +79 | +2% | +$24.6K | |||
| $1.09M | 0.04% | 3,094 -119 | -4% | -$42K | |||
| $1.08M | 0.04% | 4,119 -281 | -6% | -$73.6K | |||
| $1.07M | 0.04% | 14,549 | New | +$1.07M | |||
| $1.05M | 0.04% | 1,578 +502 | +47% | +$334K | |||
| $1.05M | 0.04% | 10,042 -2,482 | -20% | -$259K | |||
| $1.05M | 0.04% | 12,818 -550 | -4% | -$44.9K | |||
| $1.04M | 0.04% | 13,014 +6,201 | +91% | +$496K | |||
| $1.03M | 0.04% | 21,048 -1,022 | -5% | -$49.9K | |||
| $1.03M | 0.04% | 6,418 | New | +$1.03M | |||
| $1.01M | 0.04% | 117,791 | – | – | |||
| $1.01M | 0.04% | 36,001 -2,354 | -6% | -$66.1K | |||
| $1.01M | 0.04% | 95,460 +39,982 | +72% | +$422K | |||
| $1M | 0.04% | 1,258 +15 | +1% | +$12K | |||
| $1M | 0.04% | 8,405 +392 | +5% | +$46.8K | |||
| $999K | 0.04% | 6,782 +3,412 | +101% | +$502K | |||
| $997K | 0.04% | 3,261 +146 | +5% | +$44.6K | |||
| $996K | 0.04% | 19,881 +5,885 | +42% | +$295K | |||
| $984K | 0.04% | 24,227 +11,211 | +86% | +$455K | |||
| $976K | 0.04% | 48,550 +35,476 | +271% | +$713K |
