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
$232K0.01%410
-16
-4%
-$9.05K
$232K0.01%2,029 New
+$232K
$230K0.01%13,625 New
+$230K
$228K0.01%741
+102
+16%
+$31.4K
$228K0.01%2,350
-400
-15%
-$38.8K
$227K0.01%2,480 New
+$227K
$226K0.01%4,887
-947
-16%
-$43.9K
$225K0.01%990
+21
+2%
+$4.78K
$225K0.01%2,178 New
+$225K
$224K0.01%1,771
-109
-6%
-$13.8K
$224K0.01%8,357
-5,822
-41%
-$156K
$223K0.01%2,417
-3,096
-56%
-$286K
$223K0.01%912 New
+$223K
$222K0.01%8,320 New
+$222K
$222K0.01%784
+6
+0.8%
+$1.7K
$222K0.01%4,468 New
+$222K
$221K0.01%2,792 New
+$221K
$220K0.01%2,905
-119
-4%
-$9.03K
$220K0.01%1,652 New
+$220K
$220K0.01%1,109
$219K0.01%36,000
$219K0.01%2,272
+3
+0.1%
+$289
$219K0.01%1,884
$218K0.01%22,118
-12,682
-36%
-$125K
$217K0.01%21,000
-21,000
-50%
-$217K