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
451
$385K 0.03%
17,967
+2,868
452
$384K 0.03%
4,018
+780
453
$384K 0.03%
46,725
454
$383K 0.03%
1,972
-100
455
$382K 0.03%
463
+63
456
$382K 0.03%
+13,820
457
$381K 0.03%
31,167
-3,149
458
$379K 0.03%
42,825
-3,100
459
$379K 0.03%
10,946
-1,643
460
$378K 0.03%
6,863
-1,099
461
$376K 0.03%
2,480
+348
462
$376K 0.03%
2,818
-1,772
463
$375K 0.03%
12,975
+6,479
464
$374K 0.03%
15,050
+5,908
465
$374K 0.03%
2,364
+49
466
$373K 0.03%
1,250
+361
467
$368K 0.03%
2,125
-1,341
468
$367K 0.03%
2,682
-133
469
$365K 0.03%
3,972
+558
470
$364K 0.03%
6,322
-127
471
$362K 0.03%
3,626
+1,375
472
$361K 0.03%
+3,830
473
$361K 0.03%
7,895
-1,036
474
$357K 0.03%
3,452
+122
475
$354K 0.03%
3,287
+445
17 18
19
20 21