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
551
$219K 0.02%
+4,429
552
$218K 0.02%
+1,246
553
$218K 0.02%
+6,682
554
$218K 0.02%
+21,591
555
$216K 0.02%
+656
556
$215K 0.02%
+11,937
557
$215K 0.02%
+2,989
558
$215K 0.02%
+2,601
559
$213K 0.02%
+3,787
560
$211K 0.02%
+4,377
561
$211K 0.02%
+2,599
562
$210K 0.02%
+1,402
563
$209K 0.02%
7,481
-13,217
564
$207K 0.02%
+21,555
565
$207K 0.02%
+1,148
566
$206K 0.02%
+1,199
567
$206K 0.02%
+5,252
568
$205K 0.02%
10,050
-132
569
$203K 0.02%
+13,493
570
$203K 0.02%
+3,763
571
$203K 0.02%
3,311
-1,355
572
$202K 0.02%
+3,800
573
$202K 0.02%
+2,756
574
$201K 0.02%
+1,397
575
$197K 0.02%
+26,561
21 22
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