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
$1.33B
AUM Growth
-$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$11.9M
3
+$8.56M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.01M
5
SSO icon
ProShares Ultra S&P500
SSO
+$5.68M

Top Sells

1
+$20.6M
2
+$14.5M
3
+$14.4M
4
NVDA icon
NVIDIA
NVDA
+$13.6M
5
AAPL icon
Apple
AAPL
+$13.3M

Sector Composition

1 Technology 17.97%
2 Industrials 5.57%
3 Financials 5.51%
4 Consumer Discretionary 4.47%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$414K 0.03%
+3,410
502
$413K 0.03%
+5,784
503
$412K 0.03%
33,615
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504
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-7,725
505
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506
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+7,006
507
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508
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639
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511
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513
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514
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515
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3,576
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516
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517
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519
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3,327
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522
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523
$387K 0.03%
6,591
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524
$384K 0.03%
34,800
-17,130
525
$379K 0.03%
+14,179
19 20
21
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