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
$1.11B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$11.8M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$10.3M
5
AVGO icon
Broadcom
AVGO
+$6.8M

Top Sells

1
+$2.3M
2
+$1.91M
3
+$1.31M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.17M
5
GE icon
GE Aerospace
GE
+$949K

Sector Composition

1 Technology 24.58%
2 Healthcare 7.65%
3 Financials 7.14%
4 Industrials 7.04%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$352K 0.03%
5,565
-111
477
$351K 0.03%
10,242
478
$350K 0.03%
+4,974
479
$348K 0.03%
5,226
+1,619
480
$347K 0.03%
3,805
+747
481
$341K 0.03%
+3,861
482
$340K 0.03%
6,486
-650
483
$339K 0.03%
22,069
+81
484
$338K 0.03%
9,550
+3,074
485
$337K 0.03%
9,479
+2,407
486
$336K 0.03%
+2,949
487
$336K 0.03%
6,925
+1,000
488
$336K 0.03%
3,983
+35
489
$333K 0.03%
+5,831
490
$331K 0.03%
4,033
+1,143
491
$329K 0.03%
15,600
-2,800
492
$329K 0.03%
10,500
-300
493
$329K 0.03%
24,935
+3,264
494
$327K 0.03%
9,693
+3,662
495
$324K 0.03%
27,835
496
$324K 0.03%
32,120
+2,715
497
$323K 0.03%
22,754
+128
498
$323K 0.03%
17,947
-34
499
$322K 0.03%
1,390
-169
500
$321K 0.03%
+15,958
18 19
20
21 22