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
401
$385K 0.04%
+18,600
402
$378K 0.04%
+10,448
403
$377K 0.04%
+11,038
404
$376K 0.04%
2,771
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405
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406
$376K 0.04%
43,377
+18,362
407
$375K 0.04%
+12,105
408
$373K 0.04%
7,670
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409
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5,286
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410
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6,239
411
$363K 0.04%
7,203
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412
$362K 0.04%
+4,703
413
$362K 0.04%
+5,230
414
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415
$361K 0.04%
21,021
-24,883
416
$361K 0.04%
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417
$359K 0.04%
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418
$357K 0.04%
6,378
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419
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420
$355K 0.04%
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421
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422
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423
$347K 0.04%
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424
$346K 0.04%
2,740
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425
$345K 0.04%
+17,702
15 16
17
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