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
$585M
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.79M
3
+$4.67M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.3M
5
PLD icon
Prologis
PLD
+$4.11M

Top Sells

1
+$685M
2
+$240M
3
+$16.7M
4
UNH icon
UnitedHealth
UNH
+$13.4M
5
META icon
Meta Platforms (Facebook)
META
+$12M

Sector Composition

1 Technology 20.94%
2 Healthcare 11.29%
3 Industrials 9.48%
4 Consumer Discretionary 8.15%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.11M 0.7%
+36,619
27
$3.97M 0.68%
271,772
28
$3.92M 0.67%
28,110
+12,910
29
$3.92M 0.67%
7,429
+2
30
$3.9M 0.67%
21,620
-8,720
31
$3.88M 0.66%
9,958
-142
32
$3.84M 0.66%
3,326
-1,735
33
$3.79M 0.65%
13,381
+514
34
$3.69M 0.63%
5,321
-3,025
35
$3.56M 0.61%
56,596
+39,689
36
$3.56M 0.61%
30,629
-9,575
37
$3.45M 0.59%
15,829
-3
38
$3.34M 0.57%
10,311
+7,204
39
$3.3M 0.56%
3,206
-149
40
$3.26M 0.56%
7,317
-771
41
$3.23M 0.55%
29,764
-2,215,510
42
$3.22M 0.55%
+25,018
43
$3.2M 0.55%
12,181
-6,925
44
$3.11M 0.53%
3,295
-586
45
$3.02M 0.52%
+142,367
46
$3M 0.51%
33,005
+18,675
47
$2.95M 0.5%
+5,767
48
$2.87M 0.49%
2,895
-776
49
$2.87M 0.49%
1,467
-661
50
$2.83M 0.48%
5,082
-3,071
1
2
3 4 5