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
526
$374K 0.03%
+15,321
527
$371K 0.03%
8,074
+179
528
$368K 0.03%
10,000
-500
529
$363K 0.03%
3,784
-234
530
$362K 0.03%
7,369
+1,334
531
$361K 0.03%
5,890
+59
532
$360K 0.03%
1,270
-238
533
$360K 0.03%
7,146
+2,446
534
$357K 0.03%
11,375
+3,374
535
$355K 0.03%
14,295
-3,660
536
$353K 0.03%
29,011
-2,156
537
$351K 0.03%
30,236
+89
538
$350K 0.02%
+8,161
539
$345K 0.02%
27,835
540
$344K 0.02%
16,430
-13,450
541
$344K 0.02%
23,376
-1,559
542
$343K 0.02%
25,615
-8,000
543
$343K 0.02%
+2,730
544
$342K 0.02%
+1,422
545
$341K 0.02%
6,385
+2
546
$338K 0.02%
8,910
+1,151
547
$338K 0.02%
3,488
-373
548
$335K 0.02%
7,140
+60
549
$333K 0.02%
6,323
-2,154
550
$333K 0.02%
1,938
+60
20 21
22
23 24