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
$1.4B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.7M
3
+$8.73M
4
AAPL icon
Apple
AAPL
+$8.6M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$7.99M

Top Sells

1
+$12.9M
2
+$6.09M
3
+$5.3M
4
NVDA icon
NVIDIA
NVDA
+$3.8M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.06M

Sector Composition

1 Technology 21.23%
2 Healthcare 7.26%
3 Industrials 6.78%
4 Financials 6.78%
5 Consumer Discretionary 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.07M 0.08%
1,130
+335
277
$1.07M 0.08%
123,458
+9,116
278
$1.06M 0.08%
6,893
+1,353
279
$1.06M 0.08%
2,934
-862
280
$1.05M 0.08%
9,677
+1,059
281
$1.05M 0.07%
20,329
+3,750
282
$1.05M 0.07%
+9,599
283
$1.04M 0.07%
+27,146
284
$1.04M 0.07%
+5,785
285
$1.03M 0.07%
3,799
+764
286
$1.03M 0.07%
11,075
+3,198
287
$1.03M 0.07%
13,775
-363
288
$1.02M 0.07%
22,669
+17
289
$1.02M 0.07%
3,800
-270
290
$1.01M 0.07%
27,181
-11,725
291
$1.01M 0.07%
10,243
+396
292
$997K 0.07%
3,678
+934
293
$995K 0.07%
2,352
-14,400
294
$990K 0.07%
1,780
+11
295
$987K 0.07%
11,903
-13,863
296
$987K 0.07%
3,516
-346
297
$985K 0.07%
3,789
+616
298
$982K 0.07%
21,782
-117,560
299
$979K 0.07%
16,940
+4,165
300
$973K 0.07%
44,070
+7,114
10 11
12
13 14