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
301
$590K 0.07%
42,550
302
$586K 0.07%
5,317
+3,275
303
$584K 0.07%
2,845
+1,350
304
$583K 0.07%
+30,104
305
$581K 0.07%
3,886
+2,086
306
$579K 0.07%
224
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307
$575K 0.07%
2,694
+675
308
$574K 0.07%
+38,813
309
$569K 0.06%
+28,393
310
$568K 0.06%
7,643
-255
311
$562K 0.06%
4,723
-6,584
312
$561K 0.06%
1,097
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313
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+6,922
314
$560K 0.06%
7,150
+3,120
315
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+2,173
316
$554K 0.06%
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317
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6,279
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318
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679
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319
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10,877
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320
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6,095
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321
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19,148
-8,063
322
$548K 0.06%
4,417
-313
323
$548K 0.06%
9,506
+4,822
324
$547K 0.06%
5,835
325
$544K 0.06%
+7,024
11 12
13
14 15