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

Top Buys

1
+$34.8M
2
+$22.6M
3
+$20.6M
4
AMZN icon
Amazon
AMZN
+$13.5M
5
NVDA icon
NVIDIA
NVDA
+$9.56M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.07M
4
GE icon
GE Aerospace
GE
+$1.02M
5
NVO icon
Novo Nordisk
NVO
+$917K

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
$671K 0.08%
+4,646
277
$669K 0.08%
+10,440
278
$662K 0.08%
421
+125
279
$661K 0.07%
+7,227
280
$658K 0.07%
1,421
+922
281
$655K 0.07%
2,911
-2,539
282
$649K 0.07%
6,526
+1,906
283
$648K 0.07%
6,234
+41
284
$648K 0.07%
+30,582
285
$645K 0.07%
1,660
-456
286
$640K 0.07%
+13,996
287
$639K 0.07%
+16,140
288
$629K 0.07%
14,994
-3,076
289
$628K 0.07%
+11,800
290
$623K 0.07%
15,437
+8,583
291
$619K 0.07%
20,335
+4,029
292
$613K 0.07%
16,953
+1,868
293
$612K 0.07%
8,221
+3,852
294
$610K 0.07%
5,629
-35
295
$609K 0.07%
+7,870
296
$606K 0.07%
19,288
-11,248
297
$601K 0.07%
+7,503
298
$600K 0.07%
20,382
-474
299
$596K 0.07%
10,755
+3,285
300
$596K 0.07%
+8,597
10 11
12
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