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
$585M
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.79M
3
+$4.67M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.3M
5
PLD icon
Prologis
PLD
+$4.11M

Top Sells

1
+$685M
2
+$240M
3
+$16.7M
4
UNH icon
UnitedHealth
UNH
+$13.4M
5
META icon
Meta Platforms (Facebook)
META
+$12M

Sector Composition

1 Technology 20.94%
2 Healthcare 11.29%
3 Industrials 9.48%
4 Consumer Discretionary 8.15%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-6,863
427
– –
-24,573
428
– –
-6,295
429
– –
-14,854
430
– –
-6,469
431
– –
-30,535
432
– –
-5,440
433
– –
-5,736
434
– –
-2,562
435
– –
-8,524
436
– –
-3,725
437
– –
-47,094
438
– –
-10,500
439
– –
-12,442
440
– –
-11,900
441
– –
-10,150
442
– –
-17,600
443
– –
-20,141
444
– –
-36,720
445
– –
-15,519
446
– –
-2,618
447
– –
-10,303
448
– –
-18,600
449
– –
-3,370
450
– –
-8,984
15 16 17
18
19