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
576
$288K 0.02%
1,671
+608
577
$288K 0.02%
15,947
+1,287
578
$287K 0.02%
+35,519
579
$286K 0.02%
44,689
-2,234
580
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581
$285K 0.02%
2,240
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582
$285K 0.02%
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583
$283K 0.02%
5,597
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584
$283K 0.02%
20,900
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585
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586
$282K 0.02%
3,905
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587
$281K 0.02%
4,196
-72
588
$280K 0.02%
5,523
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589
$280K 0.02%
4,470
-2,393
590
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$279K 0.02%
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26,087
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4,557
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595
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596
$278K 0.02%
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$278K 0.02%
8,399
-2,511
598
$272K 0.02%
1,872
+198
599
$271K 0.02%
4,630
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600
$270K 0.02%
+9,193
22 23
24
25 26