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
576
$187K 0.02%
+11,859
577
$186K 0.02%
+18,686
578
$186K 0.02%
+18,200
579
$182K 0.02%
+17,185
580
$182K 0.02%
+17,145
581
$180K 0.02%
+21,280
582
$176K 0.02%
+54,000
583
$175K 0.02%
34,000
584
$172K 0.02%
+16,339
585
$170K 0.02%
13,983
-11,017
586
$169K 0.02%
+15,000
587
$161K 0.02%
+18,720
588
$159K 0.02%
+29,725
589
$150K 0.02%
25,530
+13,530
590
$140K 0.02%
+13,481
591
$137K 0.02%
8,755
+2,222
592
$136K 0.02%
21,000
+1,000
593
$134K 0.02%
+12,118
594
$134K 0.02%
+15,804
595
$128K 0.01%
+23,300
596
$125K 0.01%
+14,425
597
$121K 0.01%
+11,000
598
$121K 0.01%
32,100
+100
599
$119K 0.01%
18,824
+6,937
600
$111K 0.01%
11,297
22 23
24
25 26