KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.62B
AUM
$2.62B
AUM Growth
+$1.29B
Cap. Flow
+$1.37B
Cap. Flow %
52.27%
Top 10 Hldgs %
47.62%
Holding
869
New
74
Increased
417
Reduced
239
Closed
103

Top Buys

1
$498M
2
$117M
3
$96.4M
4
$95M
5
$56.2M

Top Sells

1
$5.66M
2
$5.31M
3
$4.76M
4
$4.36M
5
$3.24M

Sector Composition

1Technology35.91%
2Consumer Discretionary5.59%
3Communication Services5.59%
4Financials4.58%
5Industrials3.65%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$12.7M0.48%135,502
+48,275
+55%
+$4.52M
$12.7M0.48%23,763
+5,058
+27%
+$2.69M
$11.9M0.45%36,004
+13,098
+57%
+$4.32M
$11.6M0.44%786,623
+527,692
+204%
+$7.81M
$11.3M0.43%38,815
-15,023
-28%
-$4.36M
$10M0.38%22,366
+12,343
+123%
+$5.53M
$9.83M0.38%58,206
+36,258
+165%
+$6.12M
$9.54M0.36%56,960
+2,328
+4%
+$390K
$9.26M0.35%29,557
+20,872
+240%
+$6.54M
$9.04M0.35%254,744
-33,368
-12%
-$1.18M
$8.9M0.34%58,086
+30,619
+111%
+$4.69M
$8.85M0.34%45,678
+16,330
+56%
+$3.17M
$8.68M0.33%34,794
+17,559
+102%
+$4.38M
$8.68M0.33%9,142
+2,783
+44%
+$2.64M
$8.16M0.31%82,504
+22,570
+38%
+$2.23M
$8.07M0.31%23,139
+7,427
+47%
+$2.59M
$7.99M0.31%21,831
+11,735
+116%
+$4.29M
$7.85M0.3%76,343
+43,956
+136%
+$4.52M
$7.71M0.29%411,666
+312,689
+316%
+$5.86M
$7.64M0.29%44,262
+5,974
+16%
+$1.03M
$7.62M0.29%433,207
-301,988
-41%
-$5.31M
$7.59M0.29%9,254
+497
+6%
+$408K
$7.54M0.29%44,226
+22,230
+101%
+$3.79M
$7.4M0.28%129,539
+22,751
+21%
+$1.3M
$7.1M0.27%156,543
+91,909
+142%
+$4.17M
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