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
626
$206K 0.02%
4,339
-161
627
$205K 0.02%
1,515
+183
628
$203K 0.02%
2,412
-82
629
$201K 0.02%
2,569
+462
630
$192K 0.02%
+18,000
631
$185K 0.02%
46,596
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632
$176K 0.02%
32,000
633
$163K 0.01%
25,188
+9,923
634
$158K 0.01%
26,900
+15,764
635
$156K 0.01%
+25,530
636
$154K 0.01%
21,000
637
$124K 0.01%
11,000
638
$124K 0.01%
10,000
-4,150
639
$107K 0.01%
+10,432
640
$98.2K 0.01%
+10,888
641
$88.8K 0.01%
15,000
-1,532
642
$84.7K 0.01%
10,403
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643
$75.8K 0.01%
17,597
+7,281
644
$38.2K ﹤0.01%
23,300
645
$23.2K ﹤0.01%
11,000
646
$22K ﹤0.01%
+10,000
647
$20.9K ﹤0.01%
2,480
648
$18.7K ﹤0.01%
22,300
+1,960
649
$16.7K ﹤0.01%
25,000
650
$16K ﹤0.01%
40,147
+3,047
24 25
26
27 28