KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$11.3M
3
+$9.85M
4
AAPL icon
Apple
AAPL
+$9.08M
5
AVGO icon
Broadcom
AVGO
+$5.94M

Top Sells

1
+$2.3M
2
+$1.91M
3
+$1.31M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$989K
5
GE icon
GE Aerospace
GE
+$953K

Sector Composition

1 Technology 24.58%
2 Healthcare 7.65%
3 Financials 7.14%
4 Industrials 7.04%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$620K 0.06%
6,512
327
$617K 0.06%
11,436
+5,969
328
$616K 0.06%
54,930
-76
329
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6,590
-1,010
330
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2,456
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331
$613K 0.06%
48,876
-14,152
332
$612K 0.06%
12,969
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333
$611K 0.06%
3,470
+262
334
$608K 0.05%
+13,200
335
$607K 0.05%
146,891
-10,038
336
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20,930
+3,464
337
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10,671
-495
338
$604K 0.05%
2,101
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339
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3,458
340
$600K 0.05%
5,405
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341
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342
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20,251
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343
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7,614
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344
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29,624
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345
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14,507
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346
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+7,877
347
$590K 0.05%
8,501
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348
$589K 0.05%
7,948
-1,000
349
$589K 0.05%
7,516
+1,039
350
$583K 0.05%
10,900
+1,038
12 13
14
15 16