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
$882M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$23.8M
3
+$22M
4
AMZN icon
Amazon
AMZN
+$14.6M
5
NVDA icon
NVIDIA
NVDA
+$10.2M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.18M
4
GE icon
GE Aerospace
GE
+$1.13M
5
NVO icon
Novo Nordisk
NVO
+$959K

Sector Composition

1 Technology 20.9%
2 Industrials 8.18%
3 Healthcare 8.1%
4 Financials 7.87%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$486K 0.06%
+24,536
352
$484K 0.05%
639
+186
353
$481K 0.05%
9,741
-295
354
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+3,491
355
$475K 0.05%
4,622
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356
$472K 0.05%
5,804
+913
357
$471K 0.05%
3,458
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358
$471K 0.05%
9,177
+2,612
359
$470K 0.05%
+20,660
360
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2,421
-3,795
361
$465K 0.05%
+17,697
362
$463K 0.05%
5,023
+1,273
363
$463K 0.05%
+15,071
364
$461K 0.05%
+6,396
365
$460K 0.05%
+2,372
366
$459K 0.05%
11,659
+4,552
367
$456K 0.05%
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368
$455K 0.05%
2,939
-1,008
369
$451K 0.05%
1,457
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370
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371
$449K 0.05%
7,118
+1,931
372
$445K 0.05%
+12,058
373
$441K 0.05%
1,700
+100
374
$435K 0.05%
27,300
375
$435K 0.05%
+10,800
13 14
15
16 17