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
$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
601
$227K 0.02%
+4,700
602
$227K 0.02%
1,659
+6
603
$226K 0.02%
5,290
-30
604
$225K 0.02%
+7,833
605
$224K 0.02%
3,919
-95
606
$224K 0.02%
+4,594
607
$223K 0.02%
6,198
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608
$222K 0.02%
20,751
609
$222K 0.02%
+2,675
610
$221K 0.02%
19,045
611
$219K 0.02%
+3,930
612
$215K 0.02%
51,733
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613
$214K 0.02%
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614
$213K 0.02%
+3,925
615
$213K 0.02%
+5,500
616
$213K 0.02%
+1,063
617
$212K 0.02%
+487
618
$212K 0.02%
11,550
-5,900
619
$210K 0.02%
3,236
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620
$210K 0.02%
7,382
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621
$209K 0.02%
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622
$209K 0.02%
5,471
-17,257
623
$208K 0.02%
+1,653
624
$208K 0.02%
+600
625
$207K 0.02%
3,618
+144
23 24
25
26 27