KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
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
+$34.8M
2
+$22.6M
3
+$20.6M
4
AMZN icon
Amazon
AMZN
+$13.5M
5
NVDA icon
NVIDIA
NVDA
+$9.56M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.07M
4
GE icon
GE Aerospace
GE
+$1.02M
5
NVO icon
Novo Nordisk
NVO
+$917K

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
$344K 0.04%
2,084
-255
427
$343K 0.04%
+7,126
428
$341K 0.04%
+2,655
429
$341K 0.04%
+8,137
430
$341K 0.04%
5,877
+1,799
431
$340K 0.04%
3,618
+570
432
$339K 0.04%
2,489
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433
$338K 0.04%
+7,808
434
$338K 0.04%
1,703
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435
$337K 0.04%
+3,207
436
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+4,293
437
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+7,085
438
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+4,232
439
$328K 0.04%
1,387
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440
$327K 0.04%
1,501
+353
441
$327K 0.04%
2,298
-1,890
442
$327K 0.04%
+8,592
443
$327K 0.04%
6,955
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444
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+2,470
445
$324K 0.04%
11,940
-14,137
446
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4,953
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447
$322K 0.04%
29,696
+18,595
448
$319K 0.04%
+7,912
449
$318K 0.04%
+2,668
450
$318K 0.04%
5,883
+483
16 17
18
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