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
301
$371K 0.06%
+3,573
302
$368K 0.06%
2,019
+445
303
$354K 0.06%
+4,538
304
$347K 0.06%
+5,187
305
$345K 0.06%
894
+160
306
$342K 0.06%
+9,295
307
$340K 0.06%
1,800
-864
308
$337K 0.06%
+4,448
309
$333K 0.06%
+2,339
310
$327K 0.06%
+6,239
311
$327K 0.06%
+6,565
312
$323K 0.06%
+8,530
313
$322K 0.06%
3,200
-210
314
$320K 0.05%
5,048
+1,218
315
$320K 0.05%
+16,931
316
$318K 0.05%
+493
317
$318K 0.05%
+11,872
318
$317K 0.05%
+4,579
319
$316K 0.05%
+5,309
320
$314K 0.05%
1,926
-110
321
$309K 0.05%
1,400
322
$306K 0.05%
+1,980
323
$301K 0.05%
+3,740
324
$300K 0.05%
3,750
325
$299K 0.05%
5,449
-2,091
11 12
13
14 15