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

Top Buys

1
+$34.8M
2
+$22.6M
3
+$20.6M
4
AMZN icon
Amazon
AMZN
+$13.5M
5
NVDA icon
NVIDIA
NVDA
+$9.56M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.07M
4
GE icon
GE Aerospace
GE
+$1.02M
5
NVO icon
Novo Nordisk
NVO
+$917K

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
$481K 0.05%
9,741
-295
352
$479K 0.05%
+3,491
353
$475K 0.05%
4,622
+867
354
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5,804
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355
$471K 0.05%
3,458
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356
$471K 0.05%
9,177
+2,612
357
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+20,660
358
$465K 0.05%
2,421
-3,795
359
$465K 0.05%
+17,697
360
$463K 0.05%
5,023
+1,273
361
$463K 0.05%
+15,071
362
$461K 0.05%
+6,396
363
$460K 0.05%
+2,372
364
$459K 0.05%
11,659
+4,552
365
$456K 0.05%
+4,825
366
$455K 0.05%
2,939
-1,008
367
$451K 0.05%
1,457
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368
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+7,982
369
$449K 0.05%
7,118
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370
$445K 0.05%
+12,058
371
$441K 0.05%
1,700
+100
372
$435K 0.05%
27,300
373
$435K 0.05%
+10,800
374
$434K 0.05%
13,095
+1,223
375
$433K 0.05%
+4,161
13 14
15
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