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

Top Buys

1
+$34.8M
2
+$22.6M
3
+$20.6M
4
AMZN icon
Amazon
AMZN
+$13.5M
5
NVDA icon
NVIDIA
NVDA
+$9.56M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.07M
4
GE icon
GE Aerospace
GE
+$1.02M
5
NVO icon
Novo Nordisk
NVO
+$917K

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
$544K 0.06%
4,267
+2,523
327
$539K 0.06%
10,037
-483
328
$539K 0.06%
+3,096
329
$539K 0.06%
11,689
+1,876
330
$537K 0.06%
+8,285
331
$536K 0.06%
+29,320
332
$535K 0.06%
+3,257
333
$527K 0.06%
+17,499
334
$522K 0.06%
5,850
-465
335
$522K 0.06%
+9,970
336
$518K 0.06%
+10,818
337
$513K 0.06%
3,774
-1,077
338
$511K 0.06%
+4,228
339
$511K 0.06%
10,243
+5,543
340
$510K 0.06%
13,179
+4,649
341
$507K 0.06%
+1,663
342
$505K 0.06%
8,520
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343
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344
$492K 0.06%
4,741
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345
$489K 0.06%
4,799
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346
$488K 0.06%
11,998
-2,922
347
$487K 0.06%
+12,117
348
$487K 0.06%
+6,462
349
$486K 0.06%
+24,536
350
$484K 0.05%
639
+186
12 13
14
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