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
501
$421K 0.03%
+2,652
502
$420K 0.03%
+3,177
503
$419K 0.03%
+12,687
504
$416K 0.03%
+4,993
505
$413K 0.03%
46,725
506
$412K 0.03%
+15,027
507
$412K 0.03%
4,916
-78
508
$412K 0.03%
+15,089
509
$411K 0.03%
6,906
-1,421
510
$411K 0.03%
3,750
-505
511
$410K 0.03%
6,222
-100
512
$408K 0.03%
3,374
-1,371
513
$405K 0.03%
+5,010
514
$403K 0.03%
+20,251
515
$400K 0.03%
6,130
+219
516
$397K 0.03%
4,143
+313
517
$394K 0.03%
17,951
+105
518
$393K 0.03%
9,000
-1,748
519
$390K 0.03%
+7,166
520
$387K 0.03%
13,100
-2,950
521
$386K 0.03%
498
+35
522
$385K 0.03%
5,208
-357
523
$384K 0.03%
7,490
+1,742
524
$378K 0.03%
13,559
-1,491
525
$376K 0.03%
16,258
-313
19 20
21
22 23