KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
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
+$34.8M
2
+$22.6M
3
+$20.6M
4
AMZN icon
Amazon
AMZN
+$13.5M
5
NVDA icon
NVIDIA
NVDA
+$9.56M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.07M
4
GE icon
GE Aerospace
GE
+$1.02M
5
NVO icon
Novo Nordisk
NVO
+$917K

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
$291K 0.03%
+7,223
477
$290K 0.03%
+8,187
478
$289K 0.03%
3,193
+463
479
$289K 0.03%
+5,848
480
$288K 0.03%
3,808
-771
481
$287K 0.03%
+1,891
482
$287K 0.03%
+1,804
483
$287K 0.03%
+3,361
484
$284K 0.03%
+1,930
485
$284K 0.03%
4,770
+91
486
$283K 0.03%
+1,626
487
$283K 0.03%
+3,058
488
$283K 0.03%
+9,515
489
$282K 0.03%
5,796
+377
490
$281K 0.03%
+8,207
491
$281K 0.03%
+4,383
492
$281K 0.03%
+4,484
493
$280K 0.03%
+34,915
494
$280K 0.03%
+571
495
$278K 0.03%
1,143
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496
$278K 0.03%
5,381
+682
497
$276K 0.03%
+23,355
498
$276K 0.03%
+1,910
499
$275K 0.03%
+4,788
500
$274K 0.03%
+2,097
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