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
$1.4B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.7M
3
+$8.73M
4
AAPL icon
Apple
AAPL
+$8.6M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$7.99M

Top Sells

1
+$12.9M
2
+$6.09M
3
+$5.3M
4
NVDA icon
NVIDIA
NVDA
+$3.8M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.06M

Sector Composition

1 Technology 21.23%
2 Healthcare 7.26%
3 Industrials 6.78%
4 Financials 6.78%
5 Consumer Discretionary 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$972K 0.07%
34,222
-6,075
302
$970K 0.07%
21,249
+1,095
303
$970K 0.07%
41,851
+16,824
304
$969K 0.07%
9,382
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305
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7,283
+2,013
306
$949K 0.07%
16,527
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307
$938K 0.07%
57,821
-8,740
308
$938K 0.07%
16,748
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309
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11,540
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310
$928K 0.07%
+9,049
311
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9,203
-7,197
312
$926K 0.07%
30,970
-17,359
313
$922K 0.07%
5,400
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314
$920K 0.07%
15,465
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315
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316
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11,677
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5,838
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319
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320
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1,782
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8,661
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322
$896K 0.06%
19,261
-3,911
323
$893K 0.06%
7,231
+1,166
324
$893K 0.06%
20,859
+5,938
325
$891K 0.06%
+29,276
11 12
13
14 15