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
$314M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$12.3M
3
+$9.82M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.54M
5
AMZN icon
Amazon
AMZN
+$7.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.87%
2 Industrials 12.24%
3 Healthcare 8.9%
4 Financials 7.09%
5 Consumer Discretionary 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.57M 0.82%
+40,204
27
$2.47M 0.79%
+8,612
28
$2.41M 0.77%
+34,046
29
$2.39M 0.76%
+14,054
30
$2.36M 0.75%
+16,256
31
$2.33M 0.74%
+6,826
32
$2.26M 0.72%
+117,642
33
$2.25M 0.72%
+4,671
34
$2.25M 0.72%
+2,245,274
35
$2.22M 0.71%
+11,617
36
$2.15M 0.68%
+242,677
37
$2.13M 0.68%
+9,884
38
$2.09M 0.67%
+12,623
39
$2M 0.64%
+16,551
40
$1.98M 0.63%
+3,671
41
$1.9M 0.6%
+7,989
42
$1.89M 0.6%
+21,160
43
$1.8M 0.57%
+15,750
44
$1.77M 0.56%
+16,465
45
$1.67M 0.53%
+13,074
46
$1.6M 0.51%
+119,417
47
$1.54M 0.49%
+3,516
48
$1.53M 0.49%
+133,908
49
$1.43M 0.46%
+24,876
50
$1.41M 0.45%
+8,683
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