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
601
$119K 0.01%
18,824
+6,937
602
$111K 0.01%
11,297
603
$109K 0.01%
+22,199
604
$103K 0.01%
+10,432
605
$102K 0.01%
16,532
+1,532
606
$99.5K 0.01%
+25,783
607
$99.3K 0.01%
+10,050
608
$84.7K 0.01%
+14,646
609
$81.1K 0.01%
+14,200
610
$61.3K 0.01%
+1,120
611
$47.3K 0.01%
+10,877
612
$45.6K 0.01%
+13,336
613
$43.5K ﹤0.01%
+10,350
614
$24.2K ﹤0.01%
+13,221
615
$21.2K ﹤0.01%
+11,000
616
$17.3K ﹤0.01%
+2,400
617
$12.5K ﹤0.01%
+12,500
618
$8.4K ﹤0.01%
+11,115
619
$7.61K ﹤0.01%
75,000
+50,000
620
$2.32K ﹤0.01%
70,006
+20,006
621
$1.01K ﹤0.01%
+26,800
622
$200 ﹤0.01%
+27,027
623
– –
-1,926
624
– –
-14,114
625
– –
-1,980
23 24
25
26 27