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
426
$346K 0.04%
2,740
-943
427
$345K 0.04%
+17,702
428
$344K 0.04%
2,084
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429
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430
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+2,655
431
$341K 0.04%
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432
$341K 0.04%
5,877
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433
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435
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436
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1,703
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437
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439
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440
$330K 0.04%
+4,232
441
$328K 0.04%
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442
$327K 0.04%
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2,298
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444
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445
$327K 0.04%
6,955
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446
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+2,470
447
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11,940
-14,137
448
$322K 0.04%
4,953
+1,281
449
$322K 0.04%
29,696
+18,595
450
$319K 0.04%
+7,912
16 17
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