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

Top Buys

1
+$34.8M
2
+$22.6M
3
+$20.6M
4
AMZN icon
Amazon
AMZN
+$13.5M
5
NVDA icon
NVIDIA
NVDA
+$9.56M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.07M
4
GE icon
GE Aerospace
GE
+$1.02M
5
NVO icon
Novo Nordisk
NVO
+$917K

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
$430K 0.05%
+1,958
377
$429K 0.05%
3,764
+564
378
$428K 0.05%
9,587
+292
379
$425K 0.05%
+10,000
380
$421K 0.05%
+12,042
381
$420K 0.05%
4,752
+304
382
$417K 0.05%
+11,951
383
$416K 0.05%
+1,328
384
$414K 0.05%
+8,985
385
$413K 0.05%
+28,647
386
$411K 0.05%
+3,956
387
$411K 0.05%
+13,177
388
$410K 0.05%
9,895
-178
389
$408K 0.05%
+4,296
390
$406K 0.05%
13,364
-1,300
391
$405K 0.05%
+5,231
392
$405K 0.05%
+1,388
393
$402K 0.05%
+33,717
394
$399K 0.05%
4,035
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395
$397K 0.05%
+902
396
$397K 0.05%
782
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397
$394K 0.04%
+7,071
398
$393K 0.04%
+5,229
399
$387K 0.04%
+3,974
400
$386K 0.04%
+20,333
14 15
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