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
$1.33B
AUM Growth
-$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$11.9M
3
+$8.56M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.01M
5
SSO icon
ProShares Ultra S&P500
SSO
+$5.68M

Top Sells

1
+$20.6M
2
+$14.5M
3
+$14.4M
4
NVDA icon
NVIDIA
NVDA
+$13.6M
5
AAPL icon
Apple
AAPL
+$13.3M

Sector Composition

1 Technology 17.97%
2 Industrials 5.57%
3 Financials 5.51%
4 Consumer Discretionary 4.47%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$890K 0.07%
15,305
+5,446
302
$885K 0.07%
34,852
+391
303
$882K 0.07%
1,696
-3,471
304
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+11,382
305
$876K 0.07%
19,648
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306
$875K 0.07%
54,531
+21,212
307
$875K 0.07%
29,200
+16,100
308
$862K 0.06%
2,905
-773
309
$857K 0.06%
16,413
-114
310
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32,549
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311
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16,819
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312
$837K 0.06%
+9,039
313
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7,457
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314
$823K 0.06%
11,634
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315
$822K 0.06%
17,198
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316
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317
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29,984
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318
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6,674
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319
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7,711
-4,467
320
$796K 0.06%
7,488
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321
$795K 0.06%
4,368
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322
$795K 0.06%
39,450
+1,150
323
$792K 0.06%
25,252
+2,902
324
$791K 0.06%
11,240
-19,654
325
$783K 0.06%
3,410
-7,729
11 12
13
14 15