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
601
$109K 0.01%
+22,199
602
$103K 0.01%
+10,432
603
$102K 0.01%
16,532
+1,532
604
$99.5K 0.01%
+25,783
605
$99.3K 0.01%
+10,050
606
$84.7K 0.01%
+14,646
607
$81.1K 0.01%
+14,200
608
$61.3K 0.01%
+1,120
609
$47.3K 0.01%
+10,877
610
$45.6K 0.01%
+13,336
611
$43.5K ﹤0.01%
+10,350
612
$24.2K ﹤0.01%
+13,221
613
$21.2K ﹤0.01%
+11,000
614
$17.3K ﹤0.01%
+2,400
615
$12.5K ﹤0.01%
+12,500
616
$8.4K ﹤0.01%
+11,115
617
$7.61K ﹤0.01%
75,000
+50,000
618
$2.32K ﹤0.01%
70,006
+20,006
619
$1.01K ﹤0.01%
+26,800
620
$200 ﹤0.01%
+27,027
621
– –
-1,926
622
– –
-14,114
623
– –
-1,980
624
– –
-14,143
625
– –
-5,301
23 24
25
26 27