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
$1.4B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.7M
3
+$8.73M
4
AAPL icon
Apple
AAPL
+$8.6M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$7.99M

Top Sells

1
+$12.9M
2
+$6.09M
3
+$5.3M
4
NVDA icon
NVIDIA
NVDA
+$3.8M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.06M

Sector Composition

1 Technology 21.23%
2 Healthcare 7.26%
3 Industrials 6.78%
4 Financials 6.78%
5 Consumer Discretionary 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.37M 0.6%
30,424
+2,899
27
$8.18M 0.58%
290,262
+233,103
28
$7.61M 0.54%
43,601
+40,149
29
$7.49M 0.53%
44,400
-4,770
30
$7.32M 0.52%
37,072
+14,786
31
$7.25M 0.52%
8,177
+137
32
$7.07M 0.5%
40,813
+15,468
33
$7.05M 0.5%
17,407
+2,756
34
$6.92M 0.49%
60,906
+11,004
35
$6.64M 0.47%
82,311
+22,506
36
$6.63M 0.47%
9,347
-551
37
$6.56M 0.47%
31,763
-783
38
$6.47M 0.46%
108,718
+27,826
39
$6.37M 0.45%
+136,288
40
$6.32M 0.45%
221,714
+55,539
41
$6.28M 0.45%
18,953
+9,790
42
$6.25M 0.45%
68,966
+26,100
43
$6.19M 0.44%
86,105
+42,733
44
$6.09M 0.43%
50,270
+744
45
$6.03M 0.43%
31,975
-5,569
46
$5.93M 0.42%
9,393
-98
47
$5.89M 0.42%
36,378
+6,821
48
$5.88M 0.42%
105,968
+5,052
49
$5.76M 0.41%
39,137
+12,651
50
$5.76M 0.41%
+111,117
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