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
$882M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$22.6M
3
+$20.6M
4
AMZN icon
Amazon
AMZN
+$13.5M
5
NVDA icon
NVIDIA
NVDA
+$9.56M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.07M
4
GE icon
GE Aerospace
GE
+$1.02M
5
NVO icon
Novo Nordisk
NVO
+$917K

Sector Composition

1 Technology 20.9%
2 Industrials 8.18%
3 Healthcare 8.1%
4 Financials 7.87%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.39M 0.61%
49,429
+28,263
27
$5.37M 0.61%
40,303
+3,684
28
$5.3M 0.6%
11,244
+2,678
29
$4.82M 0.55%
47,343
-11,058
30
$4.77M 0.54%
22,381
+20,581
31
$4.72M 0.54%
7,157
+4,262
32
$4.69M 0.53%
60,082
+31,142
33
$4.54M 0.52%
82,644
+26,048
34
$4.54M 0.51%
9,850
-108
35
$4.42M 0.5%
12,764
+9,469
36
$4.33M 0.49%
16,461
+12,066
37
$4.13M 0.47%
10,713
+402
38
$4.08M 0.46%
14,887
+1,506
39
$4.06M 0.46%
19,338
+3,509
40
$3.88M 0.44%
38,807
+32,518
41
$3.75M 0.43%
8,799
+5,593
42
$3.72M 0.42%
21,855
+19,920
43
$3.66M 0.42%
8,004
+575
44
$3.62M 0.41%
43,009
+13,094
45
$3.61M 0.41%
26,845
+1,827
46
$3.57M 0.4%
+109,688
47
$3.55M 0.4%
22,652
+11,969
48
$3.55M 0.4%
24,220
+19,138
49
$3.55M 0.4%
14,959
+7,090
50
$3.46M 0.39%
68,824
+41,766
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