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
$882M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$23.8M
3
+$22M
4
AMZN icon
Amazon
AMZN
+$14.6M
5
NVDA icon
NVIDIA
NVDA
+$10.2M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.18M
4
GE icon
GE Aerospace
GE
+$1.13M
5
NVO icon
Novo Nordisk
NVO
+$959K

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
$201K 0.02%
+1,397
577
$197K 0.02%
+26,561
578
$187K 0.02%
+11,859
579
$186K 0.02%
+18,686
580
$186K 0.02%
+18,200
581
$182K 0.02%
+17,185
582
$182K 0.02%
+17,145
583
$180K 0.02%
+21,280
584
$176K 0.02%
+54,000
585
$175K 0.02%
34,000
586
$172K 0.02%
+16,339
587
$170K 0.02%
13,983
-11,017
588
$169K 0.02%
+15,000
589
$161K 0.02%
+18,720
590
$159K 0.02%
+29,725
591
$150K 0.02%
25,530
+13,530
592
$140K 0.02%
+13,481
593
$137K 0.02%
8,755
+2,222
594
$136K 0.02%
21,000
+1,000
595
$134K 0.02%
+12,118
596
$134K 0.02%
+15,804
597
$128K 0.01%
+23,300
598
$125K 0.01%
+14,425
599
$121K 0.01%
+11,000
600
$121K 0.01%
32,100
+100
22 23
24
25 26