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 | |
|---|---|---|---|---|---|---|---|
| $569K | 0.02% | 12,165 -227 | -2% | -$10.6K | |||
| $565K | 0.02% | 4,556 +2,209 | +94% | +$274K | |||
| $562K | 0.02% | 18,827 -819 | -4% | -$24.5K | |||
| $555K | 0.02% | 1,489 +265 | +22% | +$98.7K | |||
| $554K | 0.02% | 7,030 -610 | -8% | -$48.1K | |||
| $553K | 0.02% | 5,897 +265 | +5% | +$24.9K | |||
| $549K | 0.02% | 15,170 +250 | +2% | +$9.05K | |||
| $544K | 0.02% | 4,497 -905 | -17% | -$110K | |||
| $542K | 0.02% | 7,979 +2,137 | +37% | +$145K | |||
| $542K | 0.02% | 6,188 | New | +$542K | |||
| $541K | 0.02% | 11,063 +539 | +5% | +$26.3K | |||
| $536K | 0.02% | 47,635 +19,400 | +69% | +$218K | |||
| $536K | 0.02% | 5,962 -128 | -2% | -$11.5K | |||
| $535K | 0.02% | 8,618 +87 | +1% | +$5.4K | |||
| $532K | 0.02% | 5,127 -6,512 | -56% | -$676K | |||
| $531K | 0.02% | 11,975 +266 | +2% | +$11.8K | |||
| $531K | 0.02% | 10,396 +6,124 | +143% | +$313K | |||
| $529K | 0.02% | 1,700 -3,700 | -69% | -$1.15M | |||
| $527K | 0.02% | 7,768 +1,013 | +15% | +$68.7K | |||
| $526K | 0.02% | 34,591 +9,858 | +40% | +$150K | |||
| $524K | 0.02% | 11,479 -104,266 | -90% | -$4.76M | |||
| $524K | 0.02% | 23,734 | New | +$524K | |||
| $521K | 0.02% | 4,269 -985 | -19% | -$120K | |||
| $521K | 0.02% | 10,872 +2,727 | +33% | +$131K | |||
| $517K | 0.02% | 10,435 | New | +$517K |
