KWA
Kingswood Wealth Advisors Portfolio holdings
AUM $2.62B
AUM
$2.62B
AUM Growth
+$1.29B (+97%)
Cap. Flow
+$1.34B
Cap. Flow % of AUM
51.27%
Top 10 Holdings %Top 10 Hldgs %
47.62%
Holding
869
New
74
Increased
417
Reduced
239
Closed
103
Top Buys
| 1 | $498M | |
| 2 | $117M | |
| 3 | $96.4M | |
| 4 | $95M | |
| 5 | $56.2M |
Top Sells
| 1 | $5.66M | |
| 2 | $5.31M | |
| 3 | $4.76M | |
| 4 | $4.36M | |
| 5 | $3.24M |
Sector Composition
| 1 | Technology | 35.91% |
| 2 | Consumer Discretionary | 5.59% |
| 3 | Communication Services | 5.59% |
| 4 | Financials | 4.58% |
| 5 | Industrials | 3.65% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $466K | 0.02% | 2,252 -69 | -3% | -$14.3K | |||
| $466K | 0.02% | 9,098 +4,649 | +105% | +$238K | |||
| $465K | 0.02% | 37,946 +1,606 | +4% | +$19.7K | |||
| $459K | 0.02% | 43,797 +14,599 | +50% | +$153K | |||
| $454K | 0.02% | 8,067 +1,476 | +22% | +$83K | |||
| $453K | 0.02% | 2,622 +1,454 | +124% | +$251K | |||
| $453K | 0.02% | 3,917 -2,165 | -36% | -$250K | |||
| $453K | 0.02% | 3,326 +217 | +7% | +$29.5K | |||
| $450K | 0.02% | 4,470 -15,455 | -78% | -$1.56M | |||
| $448K | 0.02% | 4,208 +1,336 | +47% | +$142K | |||
| $447K | 0.02% | 2,795 +408 | +17% | +$65.2K | |||
| $446K | 0.02% | 6,474 -2,348 | -27% | -$162K | |||
| $446K | 0.02% | 29,546 +14,851 | +101% | +$224K | |||
| $445K | 0.02% | 1,663 +80 | +5% | +$21.4K | |||
| $443K | 0.02% | 10,495 +350 | +3% | +$14.8K | |||
| $440K | 0.02% | 20,367 +7,822 | +62% | +$169K | |||
| $439K | 0.02% | +237 | New | +$439K | |||
| $438K | 0.02% | 3,363 -47 | -1% | -$6.12K | |||
| $436K | 0.02% | +12,600 | New | +$436K | |||
| $435K | 0.02% | 1,179 +152 | +15% | +$56.1K | |||
| $435K | 0.02% | 5,339 -38 | -0.7% | -$3.09K | |||
| $433K | 0.02% | 6,793 +2,694 | +66% | +$172K | |||
| $431K | 0.02% | 2,079 +64 | +3% | +$13.3K | |||
| $430K | 0.02% | 701 +62 | +10% | +$38.1K | |||
| $429K | 0.02% | 3,119 +457 | +17% | +$62.9K |
