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
$882M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$23.8M
3
+$22M
4
AMZN icon
Amazon
AMZN
+$14.6M
5
NVDA icon
NVIDIA
NVDA
+$10.2M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.18M
4
GE icon
GE Aerospace
GE
+$1.13M
5
NVO icon
Novo Nordisk
NVO
+$959K

Sector Composition

1 Technology 20.9%
2 Industrials 8.18%
3 Healthcare 8.1%
4 Financials 7.87%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$434K 0.05%
13,095
+1,223
377
$433K 0.05%
+4,161
378
$430K 0.05%
+1,958
379
$429K 0.05%
3,764
+564
380
$428K 0.05%
9,587
+292
381
$425K 0.05%
+10,000
382
$421K 0.05%
+12,042
383
$420K 0.05%
4,752
+304
384
$417K 0.05%
+11,951
385
$416K 0.05%
+1,328
386
$414K 0.05%
+8,985
387
$413K 0.05%
+28,647
388
$411K 0.05%
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389
$411K 0.05%
+13,177
390
$410K 0.05%
9,895
-178
391
$408K 0.05%
+4,296
392
$406K 0.05%
13,364
-1,300
393
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+5,231
394
$405K 0.05%
+1,388
395
$402K 0.05%
+33,717
396
$399K 0.05%
4,035
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397
$397K 0.05%
+902
398
$397K 0.05%
782
+282
399
$394K 0.04%
+7,071
400
$393K 0.04%
+5,229
14 15
16
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