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
551
$332K 0.02%
1,363
-894
552
$331K 0.02%
12,648
+1,108
553
$330K 0.02%
32,120
554
$327K 0.02%
35,130
555
$324K 0.02%
6,288
-1,818
556
$322K 0.02%
+1,464
557
$321K 0.02%
1,159
+349
558
$320K 0.02%
+2,090
559
$319K 0.02%
3,230
-2,213
560
$318K 0.02%
+3,837
561
$312K 0.02%
2,102
-7
562
$312K 0.02%
8,618
+271
563
$310K 0.02%
11,200
-16,836
564
$309K 0.02%
4,673
+3
565
$307K 0.02%
27,525
566
$305K 0.02%
4,202
-134
567
$299K 0.02%
5,797
-6,602
568
$298K 0.02%
16,951
-996
569
$298K 0.02%
4,603
-49
570
$295K 0.02%
5,892
-4,918
571
$292K 0.02%
1,532
-275
572
$292K 0.02%
2,574
-1,052
573
$291K 0.02%
14,080
-1,878
574
$290K 0.02%
3,800
575
$289K 0.02%
8,261
-2,726
21 22
23
24 25