KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$11.3M
3
+$9.85M
4
AAPL icon
Apple
AAPL
+$9.08M
5
AVGO icon
Broadcom
AVGO
+$5.94M

Top Sells

1
+$2.3M
2
+$1.91M
3
+$1.31M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$989K
5
GE icon
GE Aerospace
GE
+$953K

Sector Composition

1 Technology 24.58%
2 Healthcare 7.65%
3 Financials 7.14%
4 Industrials 7.04%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$721K 0.07%
49,575
+350
302
$720K 0.06%
+55,850
303
$716K 0.06%
16,590
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304
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305
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8,037
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306
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237
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307
$689K 0.06%
910
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308
$684K 0.06%
6,557
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$679K 0.06%
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310
$673K 0.06%
7,556
+16
311
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30,713
+12,076
312
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+4,166
313
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+2,905
314
$652K 0.06%
12,707
-365
315
$650K 0.06%
5,335
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316
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8,186
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12,230
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319
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2,744
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320
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321
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7,517
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322
$626K 0.06%
795
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323
$626K 0.06%
12,775
+2,433
324
$624K 0.06%
+12,179
325
$623K 0.06%
29,880
+1,463
11 12
13
14 15