KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.86%
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
+$16.1M
2
+$11.3M
3
+$9.85M
4
AAPL icon
Apple
AAPL
+$9.08M
5
AVGO icon
Broadcom
AVGO
+$5.94M

Top Sells

1
+$2.3M
2
+$1.91M
3
+$1.31M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$989K
5
GE icon
GE Aerospace
GE
+$953K

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
401
$479K 0.04%
7,267
+273
402
$477K 0.04%
1,508
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403
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+3,688
404
$476K 0.04%
8,327
-1,522
405
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+2,200
406
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1,222
+477
407
$471K 0.04%
+3,110
408
$463K 0.04%
11,668
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409
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+6,261
410
$459K 0.04%
10,500
-400
411
$457K 0.04%
4,208
-198
412
$457K 0.04%
10,748
+3,332
413
$453K 0.04%
443
-37
414
$451K 0.04%
9,041
-1,681
415
$450K 0.04%
17,955
+3,346
416
$450K 0.04%
+5,141
417
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19,738
+3,950
418
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1,880
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419
$445K 0.04%
16,050
+3,650
420
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3,710
+1,184
421
$437K 0.04%
10,892
-1,106
422
$436K 0.04%
10,987
+49
423
$434K 0.04%
8,477
-888
424
$425K 0.04%
4,255
+263
425
$424K 0.04%
+3,100
15 16
17
18 19