KWA
Kingswood Wealth Advisors Portfolio holdings
AUM $2.62B
AUM
$2.62B
AUM Growth
+$1.29B (+97%)
Cap. Flow
+$1.34B
Cap. Flow % of AUM
51.27%
Top 10 Holdings %Top 10 Hldgs %
47.62%
Holding
869
New
74
Increased
417
Reduced
239
Closed
103
Top Buys
| 1 | $498M | |
| 2 | $117M | |
| 3 | $96.4M | |
| 4 | $95M | |
| 5 | $56.2M |
Top Sells
| 1 | $5.66M | |
| 2 | $5.31M | |
| 3 | $4.76M | |
| 4 | $4.36M | |
| 5 | $3.24M |
Sector Composition
| 1 | Technology | 35.91% |
| 2 | Consumer Discretionary | 5.59% |
| 3 | Communication Services | 5.59% |
| 4 | Financials | 4.58% |
| 5 | Industrials | 3.65% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $352K | 0.01% | 1,006 +201 | +25% | +$70.3K | |||
| $351K | 0.01% | 7,222 | – | – | |||
| $350K | 0.01% | 4,667 -1,640 | -26% | -$123K | |||
| $349K | 0.01% | +15,830 | New | +$349K | |||
| $349K | 0.01% | 28,902 | – | – | |||
| $347K | 0.01% | 4,245 +294 | +7% | +$24K | |||
| $343K | 0.01% | 4,033 -240 | -6% | -$20.4K | |||
| $343K | 0.01% | 9,352 -8,854 | -49% | -$325K | |||
| $341K | 0.01% | +2,883 | New | +$341K | |||
| $341K | 0.01% | 61,836 +1,014 | +2% | +$5.59K | |||
| $341K | 0.01% | 11,061 +29 | +0.3% | +$893 | |||
| $338K | 0.01% | 2,342 +38 | +2% | +$5.49K | |||
| $338K | 0.01% | 6,167 -272 | -4% | -$14.9K | |||
| $337K | 0.01% | 3,837 +872 | +29% | +$76.6K | |||
| $337K | 0.01% | 21,169 -795 | -4% | -$12.6K | |||
| $336K | 0.01% | 6,925 | – | – | |||
| $335K | 0.01% | 4,796 -496 | -9% | -$34.6K | |||
| $335K | 0.01% | 532 +9 | +2% | +$5.66K | |||
| $333K | 0.01% | 5,598 -114 | -2% | -$6.79K | |||
| $332K | 0.01% | +10,770 | New | +$332K | |||
| $331K | 0.01% | 4,178 -402 | -9% | -$31.9K | |||
| $331K | 0.01% | 1,757 +185 | +12% | +$34.8K | |||
| $329K | 0.01% | 1,241 -186 | -13% | -$49.3K | |||
| $328K | 0.01% | 1,075 -4 | -0.4% | -$1.22K | |||
| $323K | 0.01% | 5,866 +688 | +13% | +$37.9K |
