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
$585M
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.79M
3
+$4.67M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.3M
5
PLD icon
Prologis
PLD
+$4.11M

Top Sells

1
+$685M
2
+$240M
3
+$16.7M
4
UNH icon
UnitedHealth
UNH
+$13.4M
5
META icon
Meta Platforms (Facebook)
META
+$12M

Sector Composition

1 Technology 20.94%
2 Healthcare 11.29%
3 Industrials 9.48%
4 Consumer Discretionary 8.15%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$249K 0.04%
+4,684
352
$245K 0.04%
1,800
-799
353
$243K 0.04%
+10,000
354
$241K 0.04%
20,273
-1,138
355
$238K 0.04%
+2,503
356
$237K 0.04%
+5,419
357
$237K 0.04%
+8,516
358
$235K 0.04%
+4,700
359
$235K 0.04%
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-700
360
$233K 0.04%
14,114
+1,838
361
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+11,639
362
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+2,582
363
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+1,551
364
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365
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+2,130
366
$225K 0.04%
+1,141
367
$225K 0.04%
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368
$223K 0.04%
+2,730
369
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370
$222K 0.04%
1,072
-469
371
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372
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373
$221K 0.04%
+5,107
374
$220K 0.04%
+3,672
375
$218K 0.04%
2,800
-12
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