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
$882M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$23.8M
3
+$22M
4
AMZN icon
Amazon
AMZN
+$14.6M
5
NVDA icon
NVIDIA
NVDA
+$10.2M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.18M
4
GE icon
GE Aerospace
GE
+$1.13M
5
NVO icon
Novo Nordisk
NVO
+$959K

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
501
$275K 0.03%
+4,788
502
$274K 0.03%
+2,097
503
$274K 0.03%
+2,937
504
$273K 0.03%
1,148
-1,506
505
$268K 0.03%
+2,569
506
$267K 0.03%
+2,424
507
$264K 0.03%
+3,013
508
$263K 0.03%
+17,196
509
$258K 0.03%
+15,330
510
$258K 0.03%
7,400
511
$257K 0.03%
+7,100
512
$256K 0.03%
+4,586
513
$256K 0.03%
+10,500
514
$255K 0.03%
+7,353
515
$255K 0.03%
22,204
+12,204
516
$254K 0.03%
+20,787
517
$251K 0.03%
+1,158
518
$251K 0.03%
+3,716
519
$249K 0.03%
+8,725
520
$248K 0.03%
10,800
+800
521
$247K 0.03%
+5,850
522
$247K 0.03%
+5,988
523
$247K 0.03%
+9,300
524
$246K 0.03%
+4,421
525
$245K 0.03%
3,158
-904
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