KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.86%
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
+$16.1M
2
+$11.3M
3
+$9.85M
4
AAPL icon
Apple
AAPL
+$9.08M
5
AVGO icon
Broadcom
AVGO
+$5.94M

Top Sells

1
+$2.3M
2
+$1.91M
3
+$1.31M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$989K
5
GE icon
GE Aerospace
GE
+$953K

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%
1,923
-1,543
352
$582K 0.05%
14,921
+3,779
353
$577K 0.05%
3,509
-1,025
354
$574K 0.05%
9,900
-311
355
$569K 0.05%
5,316
-3,812
356
$564K 0.05%
16,883
+1,476
357
$562K 0.05%
16,795
+3,191
358
$559K 0.05%
4,852
+2,158
359
$559K 0.05%
15,908
360
$557K 0.05%
4,211
+585
361
$556K 0.05%
4,745
+924
362
$554K 0.05%
3,452
-19
363
$541K 0.05%
10,810
+1,285
364
$539K 0.05%
4,081
+1,442
365
$539K 0.05%
3,367
-2,077
366
$537K 0.05%
18,064
-8,530
367
$534K 0.05%
5,595
+1,809
368
$534K 0.05%
1,700
369
$533K 0.05%
+19,269
370
$533K 0.05%
+1,838
371
$528K 0.05%
+11,242
372
$527K 0.05%
15,533
+3,000
373
$526K 0.05%
27,020
-2,300
374
$525K 0.05%
6,849
+191
375
$524K 0.05%
8,314
+3,100
13 14
15
16 17