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
$1.4B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.7M
3
+$8.73M
4
AAPL icon
Apple
AAPL
+$8.6M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$7.99M

Top Sells

1
+$12.9M
2
+$6.09M
3
+$5.3M
4
NVDA icon
NVIDIA
NVDA
+$3.8M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.06M

Sector Composition

1 Technology 21.23%
2 Healthcare 7.26%
3 Industrials 6.78%
4 Financials 6.78%
5 Consumer Discretionary 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$499K 0.04%
22,086
+4,119
452
$499K 0.04%
+10,390
453
$498K 0.04%
+3,479
454
$497K 0.04%
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455
$495K 0.04%
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456
$483K 0.03%
9,264
-2,738
457
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5,063
+1,258
459
$478K 0.03%
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-3,276
460
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+2,625
461
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4,580
+151
462
$477K 0.03%
14,350
-11,236
463
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+15,389
464
$472K 0.03%
10,950
+58
465
$471K 0.03%
+10,138
466
$470K 0.03%
909
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467
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2,410
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468
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5,830
+1,516
469
$467K 0.03%
50,825
+8,000
470
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+3,222
471
$461K 0.03%
43,507
-5,369
472
$460K 0.03%
+7,507
473
$460K 0.03%
+5,937
474
$460K 0.03%
2,865
+183
475
$459K 0.03%
+6,769
17 18
19
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