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
$1.11B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$11.8M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$10.3M
5
AVGO icon
Broadcom
AVGO
+$6.8M

Top Sells

1
+$2.3M
2
+$1.91M
3
+$1.31M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.17M
5
GE icon
GE Aerospace
GE
+$949K

Sector Composition

1 Technology 24.58%
2 Healthcare 7.65%
3 Financials 7.14%
4 Industrials 7.04%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$524K 0.05%
8,314
+3,100
377
$523K 0.05%
+12,403
378
$519K 0.05%
3,336
+870
379
$518K 0.05%
2,257
+154
380
$515K 0.05%
4,966
+24
381
$514K 0.05%
4,669
+250
382
$514K 0.05%
29,622
+11,773
383
$511K 0.05%
52,269
+12,201
384
$505K 0.05%
5,443
+411
385
$504K 0.05%
3,331
+38
386
$503K 0.05%
1,128
+81
387
$500K 0.05%
7,382
+1,347
388
$500K 0.05%
+25,027
389
$499K 0.05%
3,966
+649
390
$499K 0.04%
11,712
+885
391
$499K 0.04%
13,838
-570
392
$495K 0.04%
5,544
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393
$495K 0.04%
8,765
+1,687
394
$494K 0.04%
8,484
-4
395
$493K 0.04%
4,369
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396
$493K 0.04%
27,300
397
$491K 0.04%
3,850
-383
398
$489K 0.04%
+4,693
399
$489K 0.04%
6,100
+1,997
400
$488K 0.04%
+22,623
14 15
16
17 18