KWA
Kingswood Wealth Advisors Portfolio holdings
AUM $2.62B
AUM
$2.62B
AUM Growth
+$1.29B (+97%)
Cap. Flow
+$1.37B
Cap. Flow % of AUM
52.27%
Top 10 Holdings %Top 10 Hldgs %
47.62%
Holding
869
New
74
Increased
417
Reduced
239
Closed
103
Top Buys
| 1 | $498M | |
| 2 | $117M | |
| 3 | $96.4M | |
| 4 | $95M | |
| 5 | $56.2M |
Top Sells
| 1 | $5.66M | |
| 2 | $5.31M | |
| 3 | $4.76M | |
| 4 | $4.36M | |
| 5 | $3.24M |
Sector Composition
| 1 | Technology | 35.91% |
| 2 | Consumer Discretionary | 5.59% |
| 3 | Communication Services | 5.59% |
| 4 | Financials | 4.58% |
| 5 | Industrials | 3.65% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $722K | 0.03% | 14,549 | – | – | |||
| $720K | 0.03% | 8,808 -107 | -1% | -$8.74K | |||
| $710K | 0.03% | 3,466 +56 | +2% | +$11.5K | |||
| $709K | 0.03% | 52,015 +18,743 | +56% | +$255K | |||
| $705K | 0.03% | 15,311 +7,871 | +106% | +$363K | |||
| $700K | 0.03% | 15,358 -4,000 | -21% | -$182K | |||
| $699K | 0.03% | 10,052 | – | – | |||
| $681K | 0.03% | 15,044 +4,406 | +41% | +$199K | |||
| $681K | 0.03% | 1,084 +19 | +2% | +$11.9K | |||
| $673K | 0.03% | 4,700 -2,230 | -32% | -$320K | |||
| $668K | 0.03% | 8,528 -1,121 | -12% | -$87.7K | |||
| $667K | 0.03% | 7,731 +1,552 | +25% | +$134K | |||
| $667K | 0.03% | 4,838 +137 | +3% | +$18.9K | |||
| $664K | 0.03% | 4,656 +539 | +13% | +$76.9K | |||
| $663K | 0.03% | 31,621 | New | +$663K | |||
| $662K | 0.03% | 31,425 +8,815 | +39% | +$186K | |||
| $662K | 0.03% | 21,347 -1,156 | -5% | -$35.9K | |||
| $656K | 0.03% | 1,525 +433 | +40% | +$186K | |||
| $655K | 0.03% | 3,248 +619 | +24% | +$125K | |||
| $654K | 0.03% | 2,095 +248 | +13% | +$77.4K | |||
| $653K | 0.02% | 10,371 +485 | +5% | +$30.5K | |||
| $651K | 0.02% | 15,828 +1,238 | +8% | +$50.9K | |||
| $640K | 0.02% | 3,784 -84 | -2% | -$14.2K | |||
| $637K | 0.02% | 445 +113 | +34% | +$162K | |||
| $633K | 0.02% | 15,144 -473 | -3% | -$19.8K |
