KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $1.65B
1-Year Est. Return 27.25%
This Quarter Est. Return
1 Year Est. Return
+27.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.4B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.7M
3
+$8.73M
4
AAPL icon
Apple
AAPL
+$8.6M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$7.99M

Top Sells

1
+$12.9M
2
+$6.09M
3
+$5.3M
4
NVDA icon
NVIDIA
NVDA
+$3.8M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.06M

Sector Composition

1 Technology 21.23%
2 Healthcare 7.26%
3 Industrials 6.78%
4 Financials 6.78%
5 Consumer Discretionary 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$455K 0.03%
+23,873
477
$454K 0.03%
2,914
+96
478
$453K 0.03%
4,048
+22
479
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480
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2,534
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481
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4,716
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482
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483
$446K 0.03%
+1,312
484
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3,900
-219
485
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486
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2,201
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487
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4,895
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488
$438K 0.03%
5,200
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489
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11,953
+1,866
490
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9,111
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492
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2,204
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494
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2,684
495
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496
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7,844
-4,863
497
$426K 0.03%
2,249
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498
$426K 0.03%
4,548
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499
$423K 0.03%
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500
$422K 0.03%
8,949
-4,251
18 19
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