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
401
$387K 0.04%
+3,974
402
$386K 0.04%
+20,333
403
$385K 0.04%
+18,600
404
$378K 0.04%
+10,448
405
$377K 0.04%
+11,038
406
$376K 0.04%
2,771
+604
407
$376K 0.04%
+2,019
408
$376K 0.04%
43,377
+18,362
409
$375K 0.04%
+12,105
410
$373K 0.04%
7,670
+1,070
411
$370K 0.04%
5,286
-23
412
$365K 0.04%
6,239
413
$363K 0.04%
7,203
+1,803
414
$362K 0.04%
+4,703
415
$362K 0.04%
+5,230
416
$361K 0.04%
+6,817
417
$361K 0.04%
21,021
-24,883
418
$361K 0.04%
+2,810
419
$359K 0.04%
+6,925
420
$357K 0.04%
6,378
-345
421
$356K 0.04%
+3,554
422
$355K 0.04%
2,672
+647
423
$348K 0.04%
+15,043
424
$347K 0.04%
+1,853
425
$347K 0.04%
+2,196
15 16
17
18 19