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
551
$270K 0.02%
+50,500
552
$270K 0.02%
+8,368
553
$267K 0.02%
+6,383
554
$267K 0.02%
7,910
+394
555
$266K 0.02%
+1,514
556
$266K 0.02%
8,625
+400
557
$266K 0.02%
9,181
-995
558
$265K 0.02%
1,658
+49
559
$264K 0.02%
+13,125
560
$264K 0.02%
11,900
561
$263K 0.02%
+2,839
562
$261K 0.02%
1,799
+99
563
$261K 0.02%
+6,035
564
$260K 0.02%
+1,614
565
$260K 0.02%
+1,270
566
$260K 0.02%
7,759
+343
567
$259K 0.02%
6,947
+297
568
$259K 0.02%
+14,660
569
$257K 0.02%
+2,372
570
$257K 0.02%
+21,173
571
$256K 0.02%
24,667
-1,287
572
$256K 0.02%
+11,400
573
$255K 0.02%
+2,533
574
$255K 0.02%
1,807
-43
575
$254K 0.02%
+5,108
21 22
23
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