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
$1.11B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$11.8M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$10.3M
5
AVGO icon
Broadcom
AVGO
+$6.8M

Top Sells

1
+$2.3M
2
+$1.91M
3
+$1.31M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.17M
5
GE icon
GE Aerospace
GE
+$949K

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
$724K 0.07%
1,936
-218
302
$721K 0.07%
49,575
+350
303
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+55,850
304
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305
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306
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8,037
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237
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910
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311
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312
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30,713
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313
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314
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315
$652K 0.06%
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322
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323
$626K 0.06%
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324
$626K 0.06%
12,775
+2,433
325
$624K 0.06%
+12,179
11 12
13
14 15