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
451
$317K 0.04%
+4,046
452
$316K 0.04%
+4,054
453
$316K 0.04%
+8,180
454
$314K 0.04%
+4,666
455
$314K 0.04%
+7,390
456
$314K 0.04%
+17,600
457
$314K 0.04%
+8,578
458
$313K 0.04%
3,851
-8,844
459
$312K 0.04%
+88
460
$311K 0.04%
+4,426
461
$310K 0.04%
+11,664
462
$309K 0.04%
+2,011
463
$309K 0.04%
+1,874
464
$307K 0.03%
6,541
-1,517
465
$304K 0.03%
2,207
-1,466
466
$303K 0.03%
+53,391
467
$303K 0.03%
+8,402
468
$302K 0.03%
14,286
+150
469
$302K 0.03%
+12,494
470
$299K 0.03%
+23,491
471
$298K 0.03%
+730
472
$297K 0.03%
6,487
-6,818
473
$295K 0.03%
+3,289
474
$295K 0.03%
+20,143
475
$294K 0.03%
+7,200
17 18
19
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