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

Top Buys

1
+$36.3M
2
+$23.8M
3
+$22M
4
AMZN icon
Amazon
AMZN
+$14.6M
5
NVDA icon
NVIDIA
NVDA
+$10.2M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.18M
4
GE icon
GE Aerospace
GE
+$1.13M
5
NVO icon
Novo Nordisk
NVO
+$959K

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
$596K 0.07%
10,755
+3,285
302
$596K 0.07%
+8,597
303
$590K 0.07%
42,550
304
$586K 0.07%
5,317
+3,275
305
$584K 0.07%
2,845
+1,350
306
$583K 0.07%
+30,104
307
$581K 0.07%
3,886
+2,086
308
$579K 0.07%
224
+52
309
$575K 0.07%
2,694
+675
310
$574K 0.07%
+38,813
311
$569K 0.06%
+28,393
312
$568K 0.06%
7,643
-255
313
$562K 0.06%
4,723
-6,584
314
$561K 0.06%
1,097
+203
315
$560K 0.06%
+6,922
316
$560K 0.06%
7,150
+3,120
317
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+2,173
318
$554K 0.06%
+9,250
319
$554K 0.06%
6,279
+158
320
$551K 0.06%
679
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321
$550K 0.06%
10,877
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322
$550K 0.06%
6,095
-699
323
$549K 0.06%
19,148
-8,063
324
$548K 0.06%
4,417
-313
325
$548K 0.06%
9,506
+4,822
11 12
13
14 15