KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.86%
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
701
– –
-11,900
702
– –
-9,693
703
– –
-683
704
– –
-12,792
705
– –
-19,037
706
– –
-1,977
707
– –
-1,158
708
– –
-13,299
709
– –
-2,670
710
– –
-5,402
711
– –
-1,659
712
– –
-6,179
713
– –
-25,530
714
– –
-2,655
715
– –
-146
716
– –
-18,000
717
– –
-1,700
718
– –
-30,713
719
– –
-11,000
720
– –
-46,596
721
– –
-3,982
722
– –
-51,733
723
– –
-10,000
724
– –
-55,850
725
– –
-10,000
27 28
29
30 31