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
$1.4B
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
701
– –
-4,620
702
– –
-32,000
703
– –
-11,900
704
– –
-9,693
705
– –
-683
706
– –
-12,792
707
– –
-19,037
708
– –
-1,977
709
– –
-1,158
710
– –
-13,299
711
– –
-2,670
712
– –
-5,402
713
– –
-1,659
714
– –
-6,179
715
– –
-25,530
716
– –
-2,655
717
– –
-146
718
– –
-18,000
719
– –
-1,700
720
– –
-17,597
721
– –
-30,713
722
– –
-11,000
723
– –
-46,596
724
– –
-3,925
725
– –
-51,733
27 28
29
30 31