KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $1.27B
1-Year Est. Return 23.75%
This Quarter Est. Return
1 Year Est. Return
+23.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$11.8M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$10.3M
5
AVGO icon
Broadcom
AVGO
+$6.8M

Top Sells

1
+$2.3M
2
+$1.91M
3
+$1.31M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.17M
5
GE icon
GE Aerospace
GE
+$949K

Sector Composition

1 Technology 24.58%
2 Healthcare 7.65%
3 Financials 7.14%
4 Industrials 7.04%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$424K 0.04%
+3,100
427
$423K 0.04%
+4,119
428
$421K 0.04%
+5,553
429
$420K 0.04%
2,327
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430
$420K 0.04%
1,701
-78
431
$419K 0.04%
33,615
+908
432
$417K 0.04%
7,086
+2,586
433
$411K 0.04%
13,415
+1,168
434
$410K 0.04%
2,751
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435
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+8,106
436
$406K 0.04%
+14,918
437
$406K 0.04%
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438
$402K 0.04%
+8,330
439
$401K 0.04%
1,714
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440
$400K 0.04%
6,898
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441
$399K 0.04%
4,994
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442
$396K 0.04%
4,429
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443
$396K 0.04%
39,252
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444
$395K 0.04%
4,507
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445
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4,026
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$392K 0.04%
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447
$392K 0.04%
8,963
+84
448
$389K 0.04%
5,863
-76
449
$387K 0.03%
17,846
+4,410
450
$386K 0.03%
2,916
+376
16 17
18
19 20