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
$1.4B
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
651
$211K 0.02%
7,851
-5,124
652
$211K 0.02%
+2,069
653
$208K 0.01%
+2,670
654
$207K 0.01%
+3,323
655
$203K 0.01%
+1,636
656
$193K 0.01%
+31,000
657
$188K 0.01%
+14,013
658
$136K 0.01%
20,000
-1,000
659
$9.46K ﹤0.01%
2,000
-21,300
660
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661
– –
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662
– –
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663
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664
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-4,974
665
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666
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667
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668
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669
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670
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672
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673
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674
– –
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675
– –
-7,382
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