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
$1.11B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$11.8M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$10.3M
5
AVGO icon
Broadcom
AVGO
+$6.8M

Top Sells

1
+$2.3M
2
+$1.91M
3
+$1.31M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.17M
5
GE icon
GE Aerospace
GE
+$949K

Sector Composition

1 Technology 24.58%
2 Healthcare 7.65%
3 Financials 7.14%
4 Industrials 7.04%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-7,246
677
– –
-4,943
678
– –
-4,640
679
– –
-5,843
680
– –
-15,783
681
– –
-8,137
682
– –
-32,100
683
– –
-5,107
684
– –
-15,804
685
– –
-15,304
686
– –
-5,835
687
– –
-1,553
688
– –
-1,423
689
– –
-5,181
690
– –
-15,300
691
– –
-1,045
692
– –
-10,000
693
– –
-742
694
– –
-23,729
695
– –
-6,042
696
– –
-14,485
697
– –
-2,539
698
– –
-6,133
699
– –
-2,561
700
– –
-1,120
25 26 27
28
29