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
$1.4B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.5M
3
+$8.44M
4
AAPL icon
Apple
AAPL
+$8.28M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$7.74M

Top Sells

1
+$12.5M
2
+$5.85M
3
+$4.96M
4
NVDA icon
NVIDIA
NVDA
+$3.69M
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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665
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666
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673
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674
– –
-784
675
– –
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