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 | |
|---|---|---|---|---|---|---|---|
| $277K | 0.01% | 2,322 -227 | -9% | -$27.1K | |||
| $277K | 0.01% | 23,574 | – | – | |||
| $274K | 0.01% | 5,525 -875 | -14% | -$43.4K | |||
| $273K | 0.01% | 1,075 +82 | +8% | +$20.9K | |||
| $272K | 0.01% | 1,574 -30 | -2% | -$5.18K | |||
| $271K | 0.01% | 3,029 -502 | -14% | -$44.9K | |||
| $270K | 0.01% | 556 -19 | -3% | -$9.21K | |||
| $268K | 0.01% | 2,000 -2,000 | -50% | -$268K | |||
| $268K | 0.01% | 7,321 -7,005 | -49% | -$257K | |||
| $268K | 0.01% | 3,220 | New | +$268K | |||
| $267K | 0.01% | 11,375 | – | – | |||
| $265K | 0.01% | 1,136 +139 | +14% | +$32.5K | |||
| $264K | 0.01% | 4,507 -10,798 | -71% | -$634K | |||
| $264K | 0.01% | 3,351 | New | +$264K | |||
| $264K | 0.01% | 7,747 -3,000 | -28% | -$102K | |||
| $260K | 0.01% | 846 | New | +$260K | |||
| $259K | 0.01% | 5,799 | New | +$259K | |||
| $258K | 0.01% | 9,176 -1,990 | -18% | -$56K | |||
| $258K | 0.01% | 2,453 | New | +$258K | |||
| $257K | 0.01% | 1,123 -26 | -2% | -$5.96K | |||
| $257K | 0.01% | 798 -50 | -6% | -$16.1K | |||
| $257K | 0.01% | 4,322 -54,479 | -93% | -$3.24M | |||
| $256K | 0.01% | 3,428 | New | +$256K | |||
| $254K | 0.01% | 1,489 -95 | -6% | -$16.2K | |||
| $253K | 0.01% | 138,086 | New | +$253K |
