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
$1.11B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$11.3M
3
+$9.85M
4
AAPL icon
Apple
AAPL
+$9.08M
5
AVGO icon
Broadcom
AVGO
+$5.94M

Top Sells

1
+$2.3M
2
+$1.91M
3
+$1.31M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$989K
5
GE icon
GE Aerospace
GE
+$953K

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
626
$205K 0.02%
1,515
+183
627
$203K 0.02%
2,412
-82
628
$201K 0.02%
2,569
+462
629
$192K 0.02%
+18,000
630
$185K 0.02%
46,596
+3,003
631
$176K 0.02%
32,000
632
$163K 0.01%
25,188
+9,923
633
$158K 0.01%
26,900
+15,764
634
$156K 0.01%
+25,530
635
$154K 0.01%
21,000
636
$124K 0.01%
11,000
637
$124K 0.01%
10,000
-4,150
638
$107K 0.01%
+10,432
639
$98.2K 0.01%
+10,888
640
$88.8K 0.01%
15,000
-1,532
641
$84.7K 0.01%
10,403
+1,098
642
$75.8K 0.01%
17,597
+7,281
643
$38.2K ﹤0.01%
23,300
644
$23.2K ﹤0.01%
11,000
645
$22K ﹤0.01%
+10,000
646
$20.9K ﹤0.01%
2,480
647
$18.7K ﹤0.01%
22,300
+1,960
648
$16.7K ﹤0.01%
25,000
649
$16K ﹤0.01%
2,007
+152
650
– –
-18,369
24 25
26
27 28