KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.86%
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
+$16.1M
2
+$11.3M
3
+$9.85M
4
AAPL icon
Apple
AAPL
+$9.08M
5
AVGO icon
Broadcom
AVGO
+$5.94M

Top Sells

1
+$2.3M
2
+$1.91M
3
+$1.31M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$989K
5
GE icon
GE Aerospace
GE
+$953K

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
$423K 0.04%
+4,119
427
$421K 0.04%
+5,553
428
$420K 0.04%
2,327
+316
429
$420K 0.04%
1,701
-78
430
$419K 0.04%
33,615
+908
431
$417K 0.04%
7,086
+2,586
432
$411K 0.04%
13,415
+1,168
433
$410K 0.04%
2,751
+128
434
$408K 0.04%
+8,106
435
$406K 0.04%
+14,918
436
$406K 0.04%
+2,684
437
$402K 0.04%
+8,330
438
$401K 0.04%
1,714
+789
439
$400K 0.04%
6,898
+304
440
$399K 0.04%
4,994
-800
441
$396K 0.04%
4,429
-736
442
$396K 0.04%
39,252
+23,474
443
$395K 0.04%
4,507
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444
$394K 0.04%
4,026
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445
$392K 0.04%
+12,285
446
$392K 0.04%
8,963
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447
$389K 0.04%
5,863
-76
448
$387K 0.03%
17,846
+4,410
449
$386K 0.03%
2,916
+376
450
$385K 0.03%
17,967
+2,868
16 17
18
19 20