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
526
$244K 0.03%
+7,013
527
$241K 0.03%
1,905
-225
528
$239K 0.03%
+14
529
$239K 0.03%
+1,679
530
$239K 0.03%
11,900
531
$237K 0.03%
+8,565
532
$237K 0.03%
5,107
533
$235K 0.03%
1,682
+210
534
$233K 0.03%
+2,167
535
$233K 0.03%
+5,667
536
$232K 0.03%
+670
537
$232K 0.03%
+1,711
538
$232K 0.03%
+5,850
539
$231K 0.03%
+5,906
540
$230K 0.03%
+5,488
541
$229K 0.03%
+1,480
542
$229K 0.03%
+3,936
543
$227K 0.03%
+4,715
544
$226K 0.03%
+2,743
545
$223K 0.03%
+4,273
546
$223K 0.03%
882
-518
547
$221K 0.03%
+5,693
548
$221K 0.03%
+18,813
549
$221K 0.03%
+7,075
550
$220K 0.02%
+2,666
20 21
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