KWA
Kingswood Wealth Advisors Portfolio holdings
AUM $2.62B
AUM
$2.62B
AUM Growth
+$1.29B (+97%)
Cap. Flow
+$1.34B
Cap. Flow % of AUM
51.27%
Top 10 Holdings %Top 10 Hldgs %
47.62%
Holding
869
New
74
Increased
417
Reduced
239
Closed
103
Top Buys
| 1 | $498M | |
| 2 | $117M | |
| 3 | $96.4M | |
| 4 | $95M | |
| 5 | $56.2M |
Top Sells
| 1 | $5.66M | |
| 2 | $5.31M | |
| 3 | $4.76M | |
| 4 | $4.36M | |
| 5 | $3.24M |
Sector Composition
| 1 | Technology | 35.91% |
| 2 | Consumer Discretionary | 5.59% |
| 3 | Communication Services | 5.59% |
| 4 | Financials | 4.58% |
| 5 | Industrials | 3.65% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $429K | 0.02% | 5,309 +522 | +11% | +$42.2K | |||
| $428K | 0.02% | 29,746 -9,472 | -24% | -$136K | |||
| $428K | 0.02% | 10,114 +900 | +10% | +$38.1K | |||
| $426K | 0.02% | 2,110 -132 | -6% | -$26.6K | |||
| $425K | 0.02% | 18,516 -707 | -4% | -$16.2K | |||
| $425K | 0.02% | 4,658 +140 | +3% | +$12.8K | |||
| $424K | 0.02% | 5,417 -151 | -3% | -$11.8K | |||
| $422K | 0.02% | 5,159 -113 | -2% | -$9.24K | |||
| $421K | 0.02% | +6,607 | New | +$421K | |||
| $420K | 0.02% | 1,977 +18 | +0.9% | +$3.82K | |||
| $419K | 0.02% | 6,965 -41 | -0.6% | -$2.47K | |||
| $418K | 0.02% | 3,917 -15 | -0.4% | -$1.6K | |||
| $416K | 0.02% | 9,086 -312 | -3% | -$14.3K | |||
| $415K | 0.02% | +28,746 | New | +$415K | |||
| $413K | 0.02% | +17,238 | New | +$413K | |||
| $412K | 0.02% | 1,266 -38 | -3% | -$12.4K | |||
| $412K | 0.02% | 6,626 +487 | +8% | +$30.2K | |||
| $410K | 0.02% | +5,481 | New | +$410K | |||
| $409K | 0.02% | 935 +29 | +3% | +$12.7K | |||
| $409K | 0.02% | +16,306 | New | +$409K | |||
| $408K | 0.02% | 4,954 -28 | -0.6% | -$2.3K | |||
| $407K | 0.02% | 2,023 +280 | +16% | +$56.3K | |||
| $404K | 0.02% | 4,460 +329 | +8% | +$29.8K | |||
| $402K | 0.02% | 3,856 -949 | -20% | -$98.9K | |||
| $399K | 0.02% | 10,500 | – | – |
