KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $1.27B
1-Year Est. Return 23.75%
This Quarter Est. Return
1 Year Est. Return
+23.75%
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
+$36.3M
2
+$23.8M
3
+$22M
4
AMZN icon
Amazon
AMZN
+$14.6M
5
NVDA icon
NVIDIA
NVDA
+$10.2M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.18M
4
GE icon
GE Aerospace
GE
+$1.13M
5
NVO icon
Novo Nordisk
NVO
+$959K

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
$5.41M 0.61%
31,764
+3,322
27
$5.39M 0.61%
49,429
+28,263
28
$5.37M 0.61%
40,303
+3,684
29
$5.3M 0.6%
11,244
+2,678
30
$4.82M 0.55%
47,343
-11,058
31
$4.77M 0.54%
22,381
+20,581
32
$4.72M 0.54%
7,157
+4,262
33
$4.69M 0.53%
60,082
+31,142
34
$4.54M 0.52%
82,644
+26,048
35
$4.54M 0.51%
9,850
-108
36
$4.42M 0.5%
12,764
+9,469
37
$4.33M 0.49%
16,461
+12,066
38
$4.13M 0.47%
10,713
+402
39
$4.08M 0.46%
14,887
+1,506
40
$4.06M 0.46%
19,338
+3,509
41
$3.92M 0.44%
226,363
-3,700
42
$3.88M 0.44%
38,807
+32,518
43
$3.75M 0.43%
8,799
+5,593
44
$3.72M 0.42%
21,855
+19,920
45
$3.66M 0.42%
8,004
+575
46
$3.62M 0.41%
43,009
+13,094
47
$3.61M 0.41%
26,845
+1,827
48
$3.57M 0.4%
+54,844
49
$3.55M 0.4%
22,652
+11,969
50
$3.55M 0.4%
24,220
+19,138
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