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

Top Buys

1
+$5.71M
2
+$4.98M
3
+$4.76M
4
PLD icon
Prologis
PLD
+$4.48M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.48M

Top Sells

1
+$220M
2
+$120M
3
+$12.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.97M
5
AMZN icon
Amazon
AMZN
+$2.95M

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
$243K 0.04%
+10,000
352
$241K 0.04%
20,273
-1,138
353
$238K 0.04%
+2,503
354
$237K 0.04%
+5,419
355
$237K 0.04%
+8,516
356
$235K 0.04%
+4,700
357
$235K 0.04%
7,400
-700
358
$233K 0.04%
14,114
+1,838
359
$230K 0.04%
+11,639
360
$229K 0.04%
+2,582
361
$229K 0.04%
+1,551
362
$228K 0.04%
+500
363
$226K 0.04%
+2,130
364
$225K 0.04%
+1,141
365
$225K 0.04%
+1,148
366
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+2,730
367
$222K 0.04%
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368
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369
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370
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371
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372
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373
$218K 0.04%
5,600
-24
374
$218K 0.04%
+4,078
375
$217K 0.04%
+499
13 14
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