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
$1.11B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$11.8M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$10.3M
5
AVGO icon
Broadcom
AVGO
+$6.8M

Top Sells

1
+$2.3M
2
+$1.91M
3
+$1.31M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.17M
5
GE icon
GE Aerospace
GE
+$949K

Sector Composition

1 Technology 24.58%
2 Healthcare 7.65%
3 Financials 7.14%
4 Industrials 7.04%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$293K 0.03%
4,336
-1,041
527
$292K 0.03%
+1,644
528
$291K 0.03%
27,525
529
$290K 0.03%
2,670
-37
530
$290K 0.03%
+15,496
531
$290K 0.03%
3,725
+18
532
$290K 0.03%
11,540
-2,250
533
$289K 0.03%
8,001
+408
534
$288K 0.03%
+5,748
535
$288K 0.03%
+3,361
536
$288K 0.03%
+2,946
537
$287K 0.03%
33,707
+1,828
538
$285K 0.03%
14,519
+355
539
$285K 0.03%
4,314
+1,020
540
$285K 0.03%
2,984
+520
541
$285K 0.03%
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542
$283K 0.03%
+4,670
543
$281K 0.03%
4,784
-47
544
$281K 0.03%
4,652
-72
545
$279K 0.03%
3,862
-55
546
$277K 0.03%
6,287
-8,500
547
$276K 0.02%
6,278
-2,774
548
$275K 0.02%
9,515
+375
549
$273K 0.02%
+2,109
550
$271K 0.02%
+2,783
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