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
601
$270K 0.02%
21,700
-4,799
602
$268K 0.02%
+1,914
603
$268K 0.02%
3,045
-588
604
$267K 0.02%
2,975
+86
605
$265K 0.02%
4,280
-456
606
$265K 0.02%
+2,836
607
$265K 0.02%
+1,376
608
$263K 0.02%
11,662
-10,961
609
$261K 0.02%
25,157
-14,095
610
$260K 0.02%
+4,009
611
$259K 0.02%
3,142
+467
612
$255K 0.02%
+1,253
613
$255K 0.02%
3,813
-2,883
614
$255K 0.02%
9,515
615
$252K 0.02%
4,133
-2,953
616
$251K 0.02%
21,500
617
$251K 0.02%
1,381
-418
618
$248K 0.02%
+3,124
619
$248K 0.02%
+4,053
620
$247K 0.02%
4,900
-3,430
621
$247K 0.02%
11,100
-4,500
622
$246K 0.02%
21,090
623
$244K 0.02%
4,604
-7,626
624
$244K 0.02%
+1,489
625
$244K 0.02%
+481
23 24
25
26 27