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
$1.11B
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
576
$251K 0.02%
4,736
+163
577
$250K 0.02%
4,201
+265
578
$250K 0.02%
683
+13
579
$246K 0.02%
+18,900
580
$246K 0.02%
2,624
+298
581
$244K 0.02%
12,163
+1,197
582
$243K 0.02%
+2,655
583
$241K 0.02%
4,509
-108
584
$240K 0.02%
+146
585
$238K 0.02%
14,621
+1,242
586
$236K 0.02%
2,889
-105
587
$236K 0.02%
+24,902
588
$236K 0.02%
2,206
-515
589
$235K 0.02%
17,719
-20,139
590
$234K 0.02%
+784
591
$233K 0.02%
+1,158
592
$233K 0.02%
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$233K 0.02%
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-16,560
594
$232K 0.02%
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595
$230K 0.02%
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596
$230K 0.02%
1,674
-523
597
$229K 0.02%
+1,088
598
$229K 0.02%
1,622
+78
599
$229K 0.02%
1,030
+2
600
$228K 0.02%
+1,977
22 23
24
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