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
$585M
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.79M
3
+$4.67M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.3M
5
PLD icon
Prologis
PLD
+$4.11M

Top Sells

1
+$685M
2
+$240M
3
+$16.7M
4
UNH icon
UnitedHealth
UNH
+$13.4M
5
META icon
Meta Platforms (Facebook)
META
+$12M

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
$297K 0.05%
+2,963
327
$296K 0.05%
2,159
-279
328
$291K 0.05%
25,000
+3,217
329
$288K 0.05%
3,678
-163
330
$286K 0.05%
+1,241
331
$281K 0.05%
+1,661
332
$281K 0.05%
+4,062
333
$278K 0.05%
+4,369
334
$278K 0.05%
3,755
+20
335
$274K 0.05%
+1,941
336
$274K 0.05%
4,666
-902
337
$271K 0.05%
7,107
+517
338
$271K 0.05%
+14,136
339
$271K 0.05%
+4,259
340
$271K 0.05%
+3,048
341
$268K 0.05%
11,900
342
$266K 0.05%
2,750
-335
343
$265K 0.05%
+2,167
344
$262K 0.04%
5,400
+1,449
345
$260K 0.04%
+5,400
346
$259K 0.04%
+1,006
347
$254K 0.04%
+50,645
348
$253K 0.04%
+4,449
349
$253K 0.04%
+4,030
350
$250K 0.04%
4,200
12 13
14
15 16