KWA
Kingswood Wealth Advisors Portfolio holdings
AUM $2.62B
AUM
$2.62B
AUM Growth
+$1.29B (+97%)
Cap. Flow
+$1.37B
Cap. Flow % of AUM
52.27%
Top 10 Holdings %Top 10 Hldgs %
47.62%
Holding
869
New
74
Increased
417
Reduced
239
Closed
103
Top Buys
| 1 | $498M | |
| 2 | $117M | |
| 3 | $96.4M | |
| 4 | $95M | |
| 5 | $56.2M |
Top Sells
| 1 | $5.66M | |
| 2 | $5.31M | |
| 3 | $4.76M | |
| 4 | $4.36M | |
| 5 | $3.24M |
Sector Composition
| 1 | Technology | 35.91% |
| 2 | Consumer Discretionary | 5.59% |
| 3 | Communication Services | 5.59% |
| 4 | Financials | 4.58% |
| 5 | Industrials | 3.65% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $217K | 0.01% | 969 -61 | -6% | -$13.7K | |||
| $216K | 0.01% | 960 -1,179 | -55% | -$266K | |||
| $216K | 0.01% | 1,918 | New | +$216K | |||
| $215K | 0.01% | 539 | New | +$215K | |||
| $214K | 0.01% | 315 -75 | -19% | -$51K | |||
| $214K | 0.01% | 5,817 | New | +$214K | |||
| $213K | 0.01% | 1,952 +39 | +2% | +$4.25K | |||
| $211K | 0.01% | 3,954 | New | +$211K | |||
| $210K | 0.01% | 1,024 | New | +$210K | |||
| $210K | 0.01% | 1,009 -183 | -15% | -$38.1K | |||
| $208K | 0.01% | 564 +14 | +3% | +$5.16K | |||
| $207K | 0.01% | 9,385 +4,485 | +92% | +$99K | |||
| $207K | 0.01% | 25,275 +9,300 | +58% | +$76K | |||
| $205K | 0.01% | 2,401 -275 | -10% | -$23.5K | |||
| $204K | 0.01% | 3,513 -448 | -11% | -$26K | |||
| $204K | 0.01% | 1,270 -87 | -6% | -$14K | |||
| $203K | 0.01% | 5,411 -7,969 | -60% | -$299K | |||
| $203K | 0.01% | 10,681 -710 | -6% | -$13.5K | |||
| $202K | 0.01% | 1,185 | New | +$202K | |||
| $201K | 0.01% | 1,331 +40 | +3% | +$6.04K | |||
| $192K | 0.01% | 19,700 | – | – | |||
| $180K | 0.01% | 18,832 | New | +$180K | |||
| $179K | 0.01% | 22,472 +3,149 | +16% | +$25.1K | |||
| $176K | 0.01% | 18,126 -909 | -5% | -$8.82K | |||
| $173K | 0.01% | 17,107 -14,851 | -46% | -$151K |
