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
$1.4B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.7M
3
+$8.73M
4
AAPL icon
Apple
AAPL
+$8.6M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$7.99M

Top Sells

1
+$12.9M
2
+$6.09M
3
+$5.3M
4
NVDA icon
NVIDIA
NVDA
+$3.8M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.06M

Sector Composition

1 Technology 21.23%
2 Healthcare 7.26%
3 Industrials 6.78%
4 Financials 6.78%
5 Consumer Discretionary 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$620K 0.04%
2,430
+550
402
$616K 0.04%
51,930
-3,000
403
$616K 0.04%
+20,005
404
$615K 0.04%
4,554
-781
405
$612K 0.04%
6,460
-130
406
$607K 0.04%
3,416
+306
407
$602K 0.04%
19,851
-400
408
$602K 0.04%
2,675
-230
409
$598K 0.04%
35,803
+13,049
410
$597K 0.04%
4,461
-1,800
411
$597K 0.04%
14,698
+5,219
412
$595K 0.04%
14,176
+1,207
413
$593K 0.04%
3,458
414
$586K 0.04%
1,630
-471
415
$585K 0.04%
4,659
+949
416
$584K 0.04%
4,754
+788
417
$583K 0.04%
7,730
-218
418
$583K 0.04%
4,515
+146
419
$582K 0.04%
+14,035
420
$582K 0.04%
9,859
+2,961
421
$581K 0.04%
3,883
-198
422
$576K 0.04%
14,383
-1,150
423
$573K 0.04%
15,908
424
$570K 0.04%
7,585
-5,765
425
$568K 0.04%
7,220
+371
15 16
17
18 19