KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$585M
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$4.98M
3
+$4.76M
4
PLD icon
Prologis
PLD
+$4.48M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.48M

Top Sells

1
+$220M
2
+$120M
3
+$12.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.97M
5
AMZN icon
Amazon
AMZN
+$2.95M

Sector Composition

1 Technology 20.94%
2 Healthcare 11.29%
3 Industrials 9.48%
4 Consumer Discretionary 8.15%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$291K 0.05%
25,000
+3,217
327
$288K 0.05%
3,678
-163
328
$286K 0.05%
+1,241
329
$281K 0.05%
+1,661
330
$281K 0.05%
+4,062
331
$278K 0.05%
+4,369
332
$278K 0.05%
3,755
+20
333
$274K 0.05%
+1,941
334
$274K 0.05%
4,666
-902
335
$271K 0.05%
7,107
+517
336
$271K 0.05%
+14,136
337
$271K 0.05%
+4,259
338
$271K 0.05%
+3,048
339
$268K 0.05%
11,900
340
$266K 0.05%
2,750
-335
341
$265K 0.05%
+2,167
342
$262K 0.04%
5,400
+1,449
343
$260K 0.04%
+5,400
344
$259K 0.04%
+1,006
345
$254K 0.04%
+50,645
346
$253K 0.04%
+4,449
347
$253K 0.04%
+4,030
348
$250K 0.04%
4,200
349
$249K 0.04%
+4,684
350
$245K 0.04%
1,800
-799
12 13
14
15 16