KWA
Kingswood Wealth Advisors Portfolio holdings
AUM $2.62B
AUM
$2.62B
AUM Growth
+$1.29B (+97%)
Cap. Flow
+$1.34B
Cap. Flow % of AUM
51.27%
Top 10 Holdings %Top 10 Hldgs %
47.62%
Holding
869
New
74
Increased
417
Reduced
239
Closed
103
Top Buys
| 1 | $498M | |
| 2 | $117M | |
| 3 | $96.4M | |
| 4 | $95M | |
| 5 | $56.2M |
Top Sells
| 1 | $5.66M | |
| 2 | $5.31M | |
| 3 | $4.76M | |
| 4 | $4.36M | |
| 5 | $3.24M |
Sector Composition
| 1 | Technology | 35.91% |
| 2 | Consumer Discretionary | 5.59% |
| 3 | Communication Services | 5.59% |
| 4 | Financials | 4.58% |
| 5 | Industrials | 3.65% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $301K | 0.01% | 2,760 +411 | +18% | +$44.8K | |||
| $300K | 0.01% | 4,946 -53 | -1% | -$3.21K | |||
| $300K | 0.01% | 2,394 -1 | -0% | -$125 | |||
| $298K | 0.01% | 8,311 -7,597 | -48% | -$272K | |||
| $297K | 0.01% | 1,849 -143 | -7% | -$23K | |||
| $295K | 0.01% | 2,605 +435 | +20% | +$49.2K | |||
| $295K | 0.01% | 213 | – | – | |||
| $293K | 0.01% | 11,463 -1,917 | -14% | -$49K | |||
| $291K | 0.01% | 2,990 +398 | +15% | +$38.8K | |||
| $291K | 0.01% | 21,208 | New | +$291K | |||
| $290K | 0.01% | 5,446 +1,424 | +35% | +$75.9K | |||
| $290K | 0.01% | 596 +53 | +10% | +$25.8K | |||
| $289K | 0.01% | 2,250 +455 | +25% | +$58.4K | |||
| $288K | 0.01% | 2,404 +695 | +41% | +$83.2K | |||
| $288K | 0.01% | 2,175 | New | +$288K | |||
| $286K | 0.01% | 11,258 | New | +$286K | |||
| $285K | 0.01% | 4,756 | New | +$285K | |||
| $285K | 0.01% | 16,787 -4,500 | -21% | -$76.3K | |||
| $281K | 0.01% | 2,910 -1,279 | -31% | -$123K | |||
| $281K | 0.01% | 540 -30 | -5% | -$15.6K | |||
| $280K | 0.01% | 31,674 +13,816 | +77% | +$122K | |||
| $280K | 0.01% | 12,328 | – | – | |||
| $279K | 0.01% | 6,189 -1,305 | -17% | -$58.8K | |||
| $278K | 0.01% | 3,632 -4,636 | -56% | -$355K | |||
| $278K | 0.01% | 9,713 -651 | -6% | -$18.6K |
