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
$1.33B
AUM Growth
-$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$11.9M
3
+$8.56M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.01M
5
SSO icon
ProShares Ultra S&P500
SSO
+$5.68M

Top Sells

1
+$20.6M
2
+$14.5M
3
+$14.4M
4
NVDA icon
NVIDIA
NVDA
+$13.6M
5
AAPL icon
Apple
AAPL
+$13.3M

Sector Composition

1 Technology 17.97%
2 Industrials 5.57%
3 Financials 5.51%
4 Consumer Discretionary 4.47%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$520K 0.04%
6,179
+2,691
427
$519K 0.04%
+24,650
428
$517K 0.04%
2,682
-1,141
429
$517K 0.04%
3,683
-778
430
$516K 0.04%
5,632
+916
431
$516K 0.04%
14,326
+6,065
432
$513K 0.04%
+1,583
433
$512K 0.04%
2,684
+480
434
$512K 0.04%
2,139
+157
435
$512K 0.04%
+4,060
436
$511K 0.04%
9,496
-7,444
437
$509K 0.04%
+14,920
438
$508K 0.04%
4,265
+2,102
439
$505K 0.04%
13,458
-31,529
440
$498K 0.04%
5,513
+450
441
$497K 0.04%
1,188
-2,356
442
$497K 0.04%
11,709
-2,989
443
$495K 0.04%
58,700
+11,975
444
$494K 0.04%
+104,650
445
$490K 0.04%
1,304
-8
446
$486K 0.04%
6,090
-8,952
447
$485K 0.04%
10,145
-2,164
448
$485K 0.04%
3,932
+453
449
$484K 0.04%
+5,377
450
$483K 0.04%
+2,608
16 17
18
19 20