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
$1.11B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$11.8M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$10.3M
5
AVGO icon
Broadcom
AVGO
+$6.8M

Top Sells

1
+$2.3M
2
+$1.91M
3
+$1.31M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.17M
5
GE icon
GE Aerospace
GE
+$949K

Sector Composition

1 Technology 24.58%
2 Healthcare 7.65%
3 Financials 7.14%
4 Industrials 7.04%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$583K 0.05%
10,900
+1,038
352
$583K 0.05%
1,923
-1,543
353
$582K 0.05%
14,921
+3,779
354
$577K 0.05%
3,509
-1,025
355
$574K 0.05%
9,900
-311
356
$569K 0.05%
5,316
-3,812
357
$564K 0.05%
16,883
+1,476
358
$562K 0.05%
16,795
+3,191
359
$559K 0.05%
4,852
+2,158
360
$559K 0.05%
15,908
361
$557K 0.05%
4,211
+585
362
$556K 0.05%
4,745
+924
363
$554K 0.05%
3,452
-19
364
$541K 0.05%
10,810
+1,285
365
$539K 0.05%
4,081
+1,442
366
$539K 0.05%
3,367
-2,077
367
$537K 0.05%
18,064
-8,530
368
$534K 0.05%
5,595
+1,809
369
$534K 0.05%
1,700
370
$533K 0.05%
+19,269
371
$533K 0.05%
+1,838
372
$528K 0.05%
+11,242
373
$527K 0.05%
15,533
+3,000
374
$526K 0.05%
27,020
-2,300
375
$525K 0.05%
6,849
+191
13 14
15
16 17