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
$882M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$23.8M
3
+$22M
4
AMZN icon
Amazon
AMZN
+$14.6M
5
NVDA icon
NVIDIA
NVDA
+$10.2M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.18M
4
GE icon
GE Aerospace
GE
+$1.13M
5
NVO icon
Novo Nordisk
NVO
+$959K

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
$318K 0.04%
+2,668
452
$318K 0.04%
5,883
+483
453
$317K 0.04%
+4,046
454
$316K 0.04%
+4,054
455
$316K 0.04%
+8,180
456
$314K 0.04%
+4,666
457
$314K 0.04%
+7,390
458
$314K 0.04%
+17,600
459
$314K 0.04%
+8,578
460
$313K 0.04%
3,851
-8,844
461
$312K 0.04%
+88
462
$311K 0.04%
+4,426
463
$310K 0.04%
+11,664
464
$309K 0.04%
+2,011
465
$309K 0.04%
+1,874
466
$307K 0.03%
6,541
-1,517
467
$304K 0.03%
2,207
-1,466
468
$303K 0.03%
+53,391
469
$303K 0.03%
+8,402
470
$302K 0.03%
14,286
+150
471
$302K 0.03%
+12,494
472
$299K 0.03%
+23,491
473
$298K 0.03%
+730
474
$297K 0.03%
6,487
-6,818
475
$295K 0.03%
+3,289
17 18
19
20 21