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
$1.11B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$11.8M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$10.3M
5
AVGO icon
Broadcom
AVGO
+$6.8M

Top Sells

1
+$2.3M
2
+$1.91M
3
+$1.31M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.17M
5
GE icon
GE Aerospace
GE
+$949K

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
$623K 0.06%
29,880
+1,463
327
$620K 0.06%
6,512
328
$617K 0.06%
11,436
+5,969
329
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54,930
-76
330
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6,590
-1,010
331
$613K 0.06%
2,456
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332
$613K 0.06%
48,876
-14,152
333
$612K 0.06%
12,969
-975
334
$611K 0.06%
3,470
+262
335
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+13,200
336
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146,891
-10,038
337
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20,930
+3,464
338
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10,671
-495
339
$604K 0.05%
2,101
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340
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341
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342
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343
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20,251
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344
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7,614
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345
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29,624
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346
$591K 0.05%
14,507
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347
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+7,877
348
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8,501
+847
349
$589K 0.05%
7,948
-1,000
350
$589K 0.05%
7,516
+1,039
12 13
14
15 16