KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
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
+$5.71M
2
+$4.98M
3
+$4.76M
4
PLD icon
Prologis
PLD
+$4.48M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.48M

Top Sells

1
+$220M
2
+$120M
3
+$12.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.97M
5
AMZN icon
Amazon
AMZN
+$2.95M

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
$3.97M 0.68%
271,772
27
$3.92M 0.67%
28,110
+12,910
28
$3.92M 0.67%
7,429
+2
29
$3.9M 0.67%
21,620
-8,720
30
$3.88M 0.66%
9,958
-142
31
$3.84M 0.66%
3,326
-1,735
32
$3.79M 0.65%
13,381
+514
33
$3.69M 0.63%
5,321
-3,025
34
$3.56M 0.61%
56,596
+39,689
35
$3.56M 0.61%
30,629
-9,575
36
$3.45M 0.59%
15,829
-3
37
$3.34M 0.57%
10,311
+7,204
38
$3.3M 0.56%
3,206
-149
39
$3.26M 0.56%
7,317
-771
40
$3.23M 0.55%
29,764
-2,215,510
41
$3.22M 0.55%
+25,018
42
$3.2M 0.55%
12,181
-6,925
43
$3.11M 0.53%
3,295
-586
44
$3.02M 0.52%
+142,367
45
$3M 0.51%
33,005
+18,675
46
$2.95M 0.5%
+5,767
47
$2.87M 0.49%
2,895
-776
48
$2.87M 0.49%
1,467
-661
49
$2.83M 0.48%
5,082
-3,071
50
$2.82M 0.48%
4,395
-1,001
1
2
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