KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$585M
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$4.98M
3
+$4.76M
4
PLD icon
Prologis
PLD
+$4.48M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.48M

Top Sells

1
+$220M
2
+$120M
3
+$12.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.97M
5
AMZN icon
Amazon
AMZN
+$2.95M

Sector Composition

1 Technology 20.94%
2 Healthcare 11.29%
3 Industrials 9.48%
4 Consumer Discretionary 8.15%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$425K 0.07%
9,248
-348
277
$424K 0.07%
+25,122
278
$414K 0.07%
+1,201
279
$407K 0.07%
10,036
-340
280
$406K 0.07%
4,302
+1,048
281
$401K 0.07%
+2,436
282
$395K 0.07%
7,909
+2,942
283
$394K 0.07%
6,701
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284
$394K 0.07%
1,566
-1,081
285
$393K 0.07%
+5,890
286
$391K 0.07%
27,300
+3,350
287
$388K 0.07%
5,706
+2,240
288
$384K 0.07%
+11,572
289
$376K 0.06%
+6,723
290
$375K 0.06%
+296
291
$374K 0.06%
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292
$374K 0.06%
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293
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294
$373K 0.06%
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295
$372K 0.06%
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296
$372K 0.06%
1,600
297
$372K 0.06%
+4,891
298
$371K 0.06%
+8,298
299
$371K 0.06%
+3,573
300
$368K 0.06%
2,019
+445
10 11
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