KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $1.65B
1-Year Est. Return 27.25%
This Quarter Est. Return
1 Year Est. Return
+27.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
-$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$11.9M
3
+$8.56M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.01M
5
SSO icon
ProShares Ultra S&P500
SSO
+$5.68M

Top Sells

1
+$20.6M
2
+$14.5M
3
+$14.4M
4
NVDA icon
NVIDIA
NVDA
+$13.6M
5
AAPL icon
Apple
AAPL
+$13.3M

Sector Composition

1 Technology 17.97%
2 Industrials 5.57%
3 Financials 5.51%
4 Consumer Discretionary 4.47%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.69M 0.58%
32,074
-27,286
27
$7.41M 0.56%
11,911
-4,248
28
$7.2M 0.54%
37,819
-56,017
29
$7.02M 0.53%
29,204
+18,827
30
$6.76M 0.51%
8,757
-5,873
31
$6.68M 0.5%
144,494
+122,712
32
$6.66M 0.5%
81,609
-24,359
33
$6.54M 0.49%
91,277
-22,054
34
$6.48M 0.49%
38,288
-5,313
35
$6.14M 0.46%
106,788
-1,930
36
$5.9M 0.44%
9,277
-116
37
$5.83M 0.44%
6,359
-1,818
38
$5.81M 0.44%
59,934
+6,653
39
$5.75M 0.43%
29,348
+7,393
40
$5.68M 0.43%
43,297
+22,826
41
$5.28M 0.4%
99,447
-1,741
42
$5.24M 0.39%
39,689
+8,996
43
$5.19M 0.39%
115,745
-20,543
44
$5.13M 0.38%
10,132
-9,740
45
$5.05M 0.38%
26,941
-4,822
46
$5.02M 0.38%
55,543
-26,768
47
$5.01M 0.38%
22,181
+3,967
48
$4.97M 0.37%
15,712
-14,712
49
$4.88M 0.37%
224,593
+104,016
50
$4.87M 0.37%
10,023
+290
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