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
551
$219K 0.02%
2,432
-2,106
552
$219K 0.02%
+8,580
553
$219K 0.02%
+4,429
554
$218K 0.02%
+1,246
555
$218K 0.02%
+6,682
556
$218K 0.02%
+21,591
557
$216K 0.02%
+656
558
$215K 0.02%
+11,937
559
$215K 0.02%
+2,989
560
$215K 0.02%
+2,601
561
$213K 0.02%
+3,787
562
$211K 0.02%
+4,377
563
$211K 0.02%
+2,599
564
$210K 0.02%
+1,402
565
$209K 0.02%
7,481
-13,217
566
$207K 0.02%
+21,555
567
$207K 0.02%
+1,148
568
$206K 0.02%
+1,199
569
$206K 0.02%
+5,252
570
$205K 0.02%
10,050
-132
571
$203K 0.02%
+13,493
572
$203K 0.02%
+3,763
573
$203K 0.02%
3,311
-1,355
574
$202K 0.02%
+3,800
575
$202K 0.02%
+2,756
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