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
476
$295K 0.03%
+20,143
477
$294K 0.03%
+7,200
478
$291K 0.03%
+7,223
479
$290K 0.03%
+8,187
480
$289K 0.03%
3,193
+463
481
$289K 0.03%
+5,848
482
$288K 0.03%
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-771
483
$287K 0.03%
+1,891
484
$287K 0.03%
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485
$287K 0.03%
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486
$284K 0.03%
+1,930
487
$284K 0.03%
4,770
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488
$283K 0.03%
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489
$283K 0.03%
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490
$283K 0.03%
+9,515
491
$282K 0.03%
5,796
+377
492
$281K 0.03%
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493
$281K 0.03%
+4,321
494
$281K 0.03%
+4,484
495
$280K 0.03%
+34,915
496
$280K 0.03%
+571
497
$278K 0.03%
1,143
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498
$278K 0.03%
5,381
+682
499
$276K 0.03%
+23,355
500
$276K 0.03%
+1,910
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