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 | |
|---|---|---|---|---|---|---|---|
| $632K | 0.02% | 6,159 +2,942 | +91% | +$302K | |||
| $628K | 0.02% | 17,046 +3,588 | +27% | +$132K | |||
| $628K | 0.02% | 5,948 +218 | +4% | +$23K | |||
| $627K | 0.02% | 3,404 +1,631 | +92% | +$300K | |||
| $624K | 0.02% | 6,097 +1,832 | +43% | +$188K | |||
| $617K | 0.02% | 2,280 +703 | +45% | +$190K | |||
| $613K | 0.02% | 2,504 -161 | -6% | -$39.4K | |||
| $609K | 0.02% | 20,647 +9,101 | +79% | +$268K | |||
| $607K | 0.02% | 2,786 -3,012 | -52% | -$656K | |||
| $607K | 0.02% | 5,775 -1,185 | -17% | -$125K | |||
| $605K | 0.02% | 3,952 -2,854 | -42% | -$437K | |||
| $605K | 0.02% | 4,757 -386 | -8% | -$49.1K | |||
| $598K | 0.02% | 19,509 -1,666 | -8% | -$51.1K | |||
| $598K | 0.02% | 7,716 +1,140 | +17% | +$88.3K | |||
| $594K | 0.02% | 52,000 +26,000 | +100% | +$297K | |||
| $591K | 0.02% | 7,745 +3,355 | +76% | +$256K | |||
| $591K | 0.02% | 1,105 | – | – | |||
| $587K | 0.02% | 2,076 -130 | -6% | -$36.8K | |||
| $586K | 0.02% | 8,110 +210 | +3% | +$15.2K | |||
| $582K | 0.02% | 5,622 -130 | -2% | -$13.5K | |||
| $582K | 0.02% | 300 +17 | +6% | +$33K | |||
| $581K | 0.02% | 10,354 +858 | +9% | +$48.1K | |||
| $578K | 0.02% | 14,642 -225 | -2% | -$8.89K | |||
| $573K | 0.02% | 6,747 -1,831 | -21% | -$156K | |||
| $570K | 0.02% | 4,532 +2,031 | +81% | +$255K |
