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
626
$242K 0.02%
3,868
-51
627
$241K 0.02%
5,134
-156
628
$238K 0.02%
+10,034
629
$238K 0.02%
+4,203
630
$236K 0.02%
+1,952
631
$236K 0.02%
19,045
632
$236K 0.02%
5,923
+452
633
$234K 0.02%
+1,882
634
$233K 0.02%
2,113
-93
635
$233K 0.02%
11,370
-4,126
636
$230K 0.02%
+24,000
637
$227K 0.02%
+1,019
638
$226K 0.02%
+2,892
639
$225K 0.02%
829
-421
640
$225K 0.02%
3,620
+2
641
$224K 0.02%
4,495
-613
642
$222K 0.02%
+3,376
643
$222K 0.02%
+2,539
644
$221K 0.02%
+2,163
645
$220K 0.02%
11,550
646
$217K 0.02%
+13,455
647
$215K 0.02%
19,360
-1,391
648
$214K 0.02%
+5,866
649
$214K 0.02%
2,524
-1,687
650
$213K 0.02%
2,431
+19
24 25
26
27 28