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
$1.11B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$11.8M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$10.3M
5
AVGO icon
Broadcom
AVGO
+$6.8M

Top Sells

1
+$2.3M
2
+$1.91M
3
+$1.31M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.17M
5
GE icon
GE Aerospace
GE
+$949K

Sector Composition

1 Technology 24.58%
2 Healthcare 7.65%
3 Financials 7.14%
4 Industrials 7.04%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.26M 0.56%
54,348
+8,817
27
$6.18M 0.56%
49,902
+12,188
28
$5.97M 0.54%
37,544
-5,969
29
$5.87M 0.53%
10,826
+1,903
30
$5.75M 0.52%
69,671
+22,342
31
$5.62M 0.51%
66,940
+16,744
32
$5.3M 0.48%
189,599
-17,370
33
$5.29M 0.48%
100,916
+27,765
34
$5.28M 0.48%
209,312
+23,680
35
$5.26M 0.47%
166,175
+30,991
36
$5.23M 0.47%
11,558
+1,723
37
$5.04M 0.45%
14,651
+3,696
38
$4.98M 0.45%
44,378
+6,994
39
$4.98M 0.45%
22,839
+7,465
40
$4.97M 0.45%
49,526
+12,459
41
$4.8M 0.43%
9,491
+3,921
42
$4.58M 0.41%
80,892
+7,709
43
$4.58M 0.41%
22,996
+5,387
44
$4.53M 0.41%
27,937
+11,819
45
$4.52M 0.41%
113,647
+34,189
46
$4.41M 0.4%
9,439
+3,316
47
$4.32M 0.39%
29,557
+7,227
48
$4.29M 0.39%
52,370
+39,890
49
$4.22M 0.38%
12,842
+6,482
50
$4.2M 0.38%
8,400
+2,589
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