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
$585M
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$4.98M
3
+$4.76M
4
PLD icon
Prologis
PLD
+$4.48M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.48M

Top Sells

1
+$220M
2
+$120M
3
+$12.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.97M
5
AMZN icon
Amazon
AMZN
+$2.95M

Sector Composition

1 Technology 20.94%
2 Healthcare 11.29%
3 Industrials 9.48%
4 Consumer Discretionary 8.15%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$216K 0.04%
+4,699
377
$215K 0.04%
+10,703
378
$214K 0.04%
+6,600
379
$213K 0.04%
7,030
+6
380
$213K 0.04%
+1,502
381
$206K 0.04%
+25,015
382
$203K 0.03%
+2,042
383
$202K 0.03%
1,800
384
$202K 0.03%
10,182
-32,657
385
$200K 0.03%
+3,625
386
$199K 0.03%
10,283
-107,359
387
$197K 0.03%
4,679
-1,441
388
$168K 0.03%
+34,000
389
$164K 0.03%
+1,472
390
$140K 0.02%
6,533
+135
391
$131K 0.02%
15,000
392
$117K 0.02%
+32,000
393
$109K 0.02%
+11,101
394
$105K 0.02%
10,000
-11,700
395
$101K 0.02%
+20,000
396
$95.2K 0.02%
+11,297
397
$77K 0.01%
+15,000
398
$71.4K 0.01%
+18,216
399
$70.4K 0.01%
+11,887
400
$63.6K 0.01%
12,000
14 15
16
17 18