KWA
Kingswood Wealth Advisors Portfolio holdings
AUM $2.62B
AUM
$2.62B
AUM Growth
+$1.29B (+97%)
Cap. Flow
+$1.37B
Cap. Flow % of AUM
52.27%
Top 10 Holdings %Top 10 Hldgs %
47.62%
Holding
869
New
74
Increased
417
Reduced
239
Closed
103
Top Buys
| 1 | $498M | |
| 2 | $117M | |
| 3 | $96.4M | |
| 4 | $95M | |
| 5 | $56.2M |
Top Sells
| 1 | $5.66M | |
| 2 | $5.31M | |
| 3 | $4.76M | |
| 4 | $4.36M | |
| 5 | $3.24M |
Sector Composition
| 1 | Technology | 35.91% |
| 2 | Consumer Discretionary | 5.59% |
| 3 | Communication Services | 5.59% |
| 4 | Financials | 4.58% |
| 5 | Industrials | 3.65% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $808K | 0.03% | 68,698 +35,444 | +107% | +$417K | |||
| $808K | 0.03% | 8,398 +910 | +12% | +$87.5K | |||
| $806K | 0.03% | 14,932 -1,887 | -11% | -$102K | |||
| $805K | 0.03% | 8,675 -2,109 | -20% | -$196K | |||
| $805K | 0.03% | 29,100 +300 | +1% | +$8.3K | |||
| $793K | 0.03% | 7,220 +2,309 | +47% | +$254K | |||
| $791K | 0.03% | 37,035 +9,581 | +35% | +$205K | |||
| $790K | 0.03% | 9,872 -34 | -0.3% | -$2.72K | |||
| $781K | 0.03% | 11,861 +3,980 | +51% | +$262K | |||
| $780K | 0.03% | 825 -125 | -13% | -$118K | |||
| $780K | 0.03% | 5,662 -180 | -3% | -$24.8K | |||
| $774K | 0.03% | 81,335 +48,543 | +148% | +$462K | |||
| $771K | 0.03% | 17,062 -956 | -5% | -$43.2K | |||
| $767K | 0.03% | 50,423 -30,025 | -37% | -$457K | |||
| $763K | 0.03% | 21,112 +2,213 | +12% | +$80K | |||
| $761K | 0.03% | 18,948 -18,219 | -49% | -$732K | |||
| $753K | 0.03% | 2,824 +681 | +32% | +$182K | |||
| $753K | 0.03% | 25,034 -20 | -0.1% | -$601 | |||
| $750K | 0.03% | 14,576 +541 | +4% | +$27.8K | |||
| $747K | 0.03% | 5,414 -7 | -0.1% | -$966 | |||
| $745K | 0.03% | 39,800 +19,900 | +100% | +$372K | |||
| $745K | 0.03% | 3,996 +379 | +10% | +$70.6K | |||
| $734K | 0.03% | 5,024 +364 | +8% | +$53.2K | |||
| $732K | 0.03% | 4,032 +105 | +3% | +$19.1K | |||
| $727K | 0.03% | 26,000 -26,000 | -50% | -$727K |
