KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.62B
AUM
$2.62B
AUM Growth
+$1.29B
Cap. Flow
+$1.37B
Cap. Flow %
52.27%
Top 10 Hldgs %
47.62%
Holding
869
New
74
Increased
417
Reduced
239
Closed
103

Sector Composition

1Technology35.91%
2Consumer Discretionary5.59%
3Communication Services5.59%
4Financials4.58%
5Industrials3.65%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$253K0.01%256
+22
+9%
+$21.7K
$252K0.01%1,189 New
+$252K
$250K0.01%2,268
-342
-13%
-$37.6K
$248K0.01%84,243 New
+$248K
$248K0.01%12,542
-747
-6%
-$14.8K
$247K0.01%2,957
-201
-6%
-$16.8K
$247K0.01%3,324 New
+$247K
$246K0.01%792 New
+$246K
$245K0.01%3,195 New
+$245K
$245K0.01%3,787
-320
-8%
-$20.7K
$245K0.01%5,954
-8,722
-59%
-$358K
$244K0.01%12,163
$244K0.01%1,026
+33
+3%
+$7.86K
$240K0.01%6,605
+285
+5%
+$10.3K
$239K0.01%1,920
+439
+30%
+$54.7K
$238K0.01%6,555
-5,082
-44%
-$185K
$237K0.01%2,791
+175
+7%
+$14.9K
$237K0.01%5,398
-4,140
-43%
-$182K
$236K0.01%1,782 New
+$236K
$236K0.01%7,900
$234K0.01%9,098 New
+$234K
$234K0.01%988
+5
+0.5%
+$1.18K
$233K0.01%3,381
-1,000
-23%
-$69.1K
$233K0.01%15,000
+2,000
+15%
+$31K
$232K0.01%4,644
-1,020
-18%
-$51K