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
$1.4B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.7M
3
+$8.73M
4
AAPL icon
Apple
AAPL
+$8.6M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$7.99M

Top Sells

1
+$12.9M
2
+$6.09M
3
+$5.3M
4
NVDA icon
NVIDIA
NVDA
+$3.8M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.06M

Sector Composition

1 Technology 21.23%
2 Healthcare 7.26%
3 Industrials 6.78%
4 Financials 6.78%
5 Consumer Discretionary 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$776K 0.06%
6,859
+1,543
352
$751K 0.05%
1,525
-133
353
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15,846
-7,391
354
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355
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12,673
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356
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7,079
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357
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358
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5,250
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359
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360
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361
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363
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+17,645
364
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+9,163
365
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8,514
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368
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371
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25,465
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372
$698K 0.05%
3,384
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373
$694K 0.05%
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+2,958
374
$692K 0.05%
+57,433
375
$691K 0.05%
12,080
+3,039
13 14
15
16 17