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

Top Buys

1
+$5.71M
2
+$4.98M
3
+$4.76M
4
PLD icon
Prologis
PLD
+$4.48M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.48M

Top Sells

1
+$220M
2
+$120M
3
+$12.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.97M
5
AMZN icon
Amazon
AMZN
+$2.95M

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
$354K 0.06%
+4,538
302
$347K 0.06%
+5,187
303
$345K 0.06%
894
+160
304
$342K 0.06%
+9,295
305
$340K 0.06%
1,800
-864
306
$337K 0.06%
+4,448
307
$333K 0.06%
+2,339
308
$327K 0.06%
+6,239
309
$327K 0.06%
+6,565
310
$323K 0.06%
+8,530
311
$322K 0.06%
3,200
-210
312
$320K 0.05%
5,048
+1,218
313
$320K 0.05%
+16,931
314
$318K 0.05%
+493
315
$318K 0.05%
+11,872
316
$317K 0.05%
+4,579
317
$316K 0.05%
+5,309
318
$314K 0.05%
1,926
-110
319
$309K 0.05%
1,400
320
$306K 0.05%
+1,980
321
$301K 0.05%
+3,740
322
$300K 0.05%
3,750
323
$299K 0.05%
5,449
-2,091
324
$297K 0.05%
+2,963
325
$296K 0.05%
2,159
-279
11 12
13
14 15