KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
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
+$34.8M
2
+$22.6M
3
+$20.6M
4
AMZN icon
Amazon
AMZN
+$13.5M
5
NVDA icon
NVIDIA
NVDA
+$9.56M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.07M
4
GE icon
GE Aerospace
GE
+$1.02M
5
NVO icon
Novo Nordisk
NVO
+$917K

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
$239K 0.03%
+1
527
$239K 0.03%
+1,679
528
$239K 0.03%
11,900
529
$237K 0.03%
+8,565
530
$237K 0.03%
5,107
531
$235K 0.03%
1,682
+210
532
$233K 0.03%
+2,167
533
$233K 0.03%
+5,667
534
$232K 0.03%
+670
535
$232K 0.03%
+1,711
536
$232K 0.03%
+5,850
537
$231K 0.03%
+5,906
538
$230K 0.03%
+5,488
539
$229K 0.03%
+1,480
540
$229K 0.03%
+3,936
541
$227K 0.03%
+4,715
542
$226K 0.03%
+2,743
543
$223K 0.03%
+4,273
544
$223K 0.03%
882
-518
545
$221K 0.03%
+5,693
546
$221K 0.03%
+18,813
547
$221K 0.03%
+7,075
548
$220K 0.02%
+2,666
549
$219K 0.02%
2,432
-2,106
550
$219K 0.02%
+8,580
20 21
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