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
$585M
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.79M
3
+$4.67M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.3M
5
PLD icon
Prologis
PLD
+$4.11M

Top Sells

1
+$685M
2
+$240M
3
+$16.7M
4
UNH icon
UnitedHealth
UNH
+$13.4M
5
META icon
Meta Platforms (Facebook)
META
+$12M

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
$429K 0.07%
+9,813
277
$425K 0.07%
7,088
-210
278
$425K 0.07%
9,248
-348
279
$424K 0.07%
+25,122
280
$414K 0.07%
+1,201
281
$407K 0.07%
10,036
-340
282
$406K 0.07%
4,302
+1,048
283
$401K 0.07%
+2,436
284
$395K 0.07%
7,909
+2,942
285
$394K 0.07%
6,701
+1,765
286
$394K 0.07%
1,566
-1,081
287
$393K 0.07%
+5,890
288
$391K 0.07%
27,300
+3,350
289
$388K 0.07%
5,706
+2,240
290
$384K 0.07%
+11,572
291
$376K 0.06%
+6,723
292
$375K 0.06%
+296
293
$374K 0.06%
+7,369
294
$374K 0.06%
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295
$373K 0.06%
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296
$373K 0.06%
+7,470
297
$372K 0.06%
+10,073
298
$372K 0.06%
1,600
299
$372K 0.06%
+4,891
300
$371K 0.06%
+8,298
10 11
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