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
$882M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$23.8M
3
+$22M
4
AMZN icon
Amazon
AMZN
+$14.6M
5
NVDA icon
NVIDIA
NVDA
+$10.2M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.18M
4
GE icon
GE Aerospace
GE
+$1.13M
5
NVO icon
Novo Nordisk
NVO
+$959K

Sector Composition

1 Technology 20.9%
2 Industrials 8.18%
3 Healthcare 8.1%
4 Financials 7.87%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$547K 0.06%
5,835
327
$544K 0.06%
+7,024
328
$544K 0.06%
4,267
+2,523
329
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-483
330
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+3,096
331
$539K 0.06%
11,689
+1,876
332
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+8,285
333
$536K 0.06%
+29,320
334
$535K 0.06%
+3,257
335
$527K 0.06%
+17,499
336
$522K 0.06%
5,850
-465
337
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+9,970
338
$518K 0.06%
+10,818
339
$513K 0.06%
3,774
-1,077
340
$511K 0.06%
+4,228
341
$511K 0.06%
10,243
+5,543
342
$510K 0.06%
13,179
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343
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344
$505K 0.06%
8,520
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345
$497K 0.06%
7,269
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346
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4,741
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347
$489K 0.06%
4,799
+312
348
$488K 0.06%
11,998
-2,922
349
$487K 0.06%
+12,117
350
$487K 0.06%
+6,462
12 13
14
15 16