KWA
Kingswood Wealth Advisors Portfolio holdings
AUM $2.62B
AUM
$2.62B
AUM Growth
+$1.29B (+97%)
Cap. Flow
+$1.37B
Cap. Flow % of AUM
52.27%
Top 10 Holdings %Top 10 Hldgs %
47.62%
Holding
869
New
74
Increased
417
Reduced
239
Closed
103
Top Buys
| 1 | $498M | |
| 2 | $117M | |
| 3 | $96.4M | |
| 4 | $95M | |
| 5 | $56.2M |
Top Sells
| 1 | $5.66M | |
| 2 | $5.31M | |
| 3 | $4.76M | |
| 4 | $4.36M | |
| 5 | $3.24M |
Sector Composition
| 1 | Technology | 35.91% |
| 2 | Consumer Discretionary | 5.59% |
| 3 | Communication Services | 5.59% |
| 4 | Financials | 4.58% |
| 5 | Industrials | 3.65% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $889K | 0.03% | 5,599 +2,991 | +115% | +$475K | |||
| $880K | 0.03% | 5,150 +782 | +18% | +$134K | |||
| $878K | 0.03% | 5,468 +1,501 | +38% | +$241K | |||
| $878K | 0.03% | 25,262 +14,532 | +135% | +$505K | |||
| $868K | 0.03% | 20,534 | New | +$868K | |||
| $868K | 0.03% | 11,194 +126 | +1% | +$9.77K | |||
| $867K | 0.03% | 1,607 +724 | +82% | +$391K | |||
| $858K | 0.03% | 17,839 +4,958 | +38% | +$238K | |||
| $856K | 0.03% | 20,985 +4,482 | +27% | +$183K | |||
| $855K | 0.03% | 7,666 -45 | -0.6% | -$5.02K | |||
| $855K | 0.03% | 61,837 +18,082 | +41% | +$250K | |||
| $854K | 0.03% | 21,094 -3,843 | -15% | -$156K | |||
| $847K | 0.03% | 15,987 -1,053 | -6% | -$55.8K | |||
| $846K | 0.03% | 17,024 -3,530 | -17% | -$176K | |||
| $844K | 0.03% | 182 +39 | +27% | +$181K | |||
| $842K | 0.03% | 11,760 -748 | -6% | -$53.5K | |||
| $836K | 0.03% | 1,645 -457 | -22% | -$232K | |||
| $836K | 0.03% | 32,836 -2,016 | -6% | -$51.3K | |||
| $834K | 0.03% | 36,285 -42,512 | -54% | -$977K | |||
| $830K | 0.03% | 14,492 +936 | +7% | +$53.6K | |||
| $830K | 0.03% | 1,670 -26 | -2% | -$12.9K | |||
| $819K | 0.03% | 15,669 +8,196 | +110% | +$429K | |||
| $818K | 0.03% | 4,294 +1,610 | +60% | +$307K | |||
| $815K | 0.03% | 13,659 +6,071 | +80% | +$362K | |||
| $808K | 0.03% | 11,382 | – | – |
