KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.86%
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
+$16.1M
2
+$11.3M
3
+$9.85M
4
AAPL icon
Apple
AAPL
+$9.08M
5
AVGO icon
Broadcom
AVGO
+$5.94M

Top Sells

1
+$2.3M
2
+$1.91M
3
+$1.31M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$989K
5
GE icon
GE Aerospace
GE
+$953K

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
$351K 0.03%
10,242
477
$350K 0.03%
+4,974
478
$348K 0.03%
5,226
+1,619
479
$347K 0.03%
3,805
+747
480
$341K 0.03%
+7,722
481
$340K 0.03%
6,486
-650
482
$339K 0.03%
22,069
+81
483
$338K 0.03%
9,550
+3,074
484
$337K 0.03%
9,479
+2,407
485
$336K 0.03%
+2,949
486
$336K 0.03%
6,925
+1,000
487
$336K 0.03%
3,983
+35
488
$333K 0.03%
+5,831
489
$331K 0.03%
4,033
+1,143
490
$329K 0.03%
15,600
-2,800
491
$329K 0.03%
10,500
-300
492
$329K 0.03%
24,935
+3,264
493
$327K 0.03%
9,693
+3,662
494
$324K 0.03%
27,835
495
$324K 0.03%
32,120
+2,715
496
$323K 0.03%
22,754
+128
497
$323K 0.03%
17,947
-34
498
$322K 0.03%
1,390
-169
499
$321K 0.03%
+15,958
500
$320K 0.03%
30,147
+449
18 19
20
21 22