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
$882M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$23.8M
3
+$22M
4
AMZN icon
Amazon
AMZN
+$14.6M
5
NVDA icon
NVIDIA
NVDA
+$10.2M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.18M
4
GE icon
GE Aerospace
GE
+$1.13M
5
NVO icon
Novo Nordisk
NVO
+$959K

Sector Composition

1 Technology 20.9%
2 Industrials 8.18%
3 Healthcare 8.1%
4 Financials 7.87%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$687K 0.08%
13,199
-2,512
277
$684K 0.08%
26,205
+1,484
278
$671K 0.08%
+4,646
279
$669K 0.08%
+10,440
280
$662K 0.08%
421
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281
$661K 0.07%
+7,227
282
$658K 0.07%
1,421
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283
$655K 0.07%
2,911
-2,539
284
$649K 0.07%
6,526
+1,906
285
$648K 0.07%
6,234
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286
$648K 0.07%
+30,582
287
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288
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+13,996
289
$639K 0.07%
+16,140
290
$629K 0.07%
7,497
-1,538
291
$628K 0.07%
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292
$623K 0.07%
15,437
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293
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20,335
+4,029
294
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16,953
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295
$612K 0.07%
8,221
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296
$610K 0.07%
5,629
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297
$609K 0.07%
+7,870
298
$606K 0.07%
19,288
-11,248
299
$601K 0.07%
+7,503
300
$600K 0.07%
20,382
-474
10 11
12
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