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
$1.33B
AUM Growth
-$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$11.9M
3
+$8.56M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.01M
5
SSO icon
ProShares Ultra S&P500
SSO
+$5.68M

Top Sells

1
+$20.6M
2
+$14.5M
3
+$14.4M
4
NVDA icon
NVIDIA
NVDA
+$13.6M
5
AAPL icon
Apple
AAPL
+$13.3M

Sector Composition

1 Technology 17.97%
2 Industrials 5.57%
3 Financials 5.51%
4 Consumer Discretionary 4.47%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$352K 0.03%
2,923
+1,287
552
$350K 0.03%
5,292
+1,090
553
$350K 0.03%
+11,385
554
$349K 0.03%
+6,585
555
$348K 0.03%
33,254
+7,167
556
$347K 0.03%
7,494
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557
$344K 0.03%
2,965
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558
$344K 0.03%
146,891
559
$342K 0.03%
+4,444
560
$342K 0.03%
+13,554
561
$340K 0.03%
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-15
562
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563
$339K 0.03%
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564
$338K 0.03%
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565
$337K 0.03%
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566
$336K 0.03%
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569
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13,380
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570
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571
$331K 0.02%
1,427
-4,460
572
$331K 0.02%
31,958
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573
$331K 0.02%
2,501
+629
574
$330K 0.02%
1,992
+221
575
$329K 0.02%
+28,902
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