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

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

1Technology35.91%
2Consumer Discretionary5.59%
3Communication Services5.59%
4Financials4.58%
5Industrials3.65%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$7.08M0.27%13,526
+3,394
+34%
+$1.78M
$6.93M0.26%51,102
+11,413
+29%
+$1.55M
$6.91M0.26%16,446
-2,378
-13%
-$998K
$6.32M0.24%102,266
+59,531
+139%
+$3.68M
$6.25M0.24%106,015
+83,478
+370%
+$4.92M
$6.09M0.23%204,569
+117,635
+135%
+$3.5M
$6.06M0.23%84,215
+2,606
+3%
+$188K
$6.04M0.23%85,270
-6,007
-7%
-$426K
$5.92M0.23%118,947
+35,470
+42%
+$1.77M
$5.88M0.22%124,766
+25,319
+25%
+$1.19M
$5.84M0.22%236,683
+172,913
+271%
+$4.27M
$5.81M0.22%55,453
+28,875
+109%
+$3.02M
$5.69M0.22%48,889
+24,602
+101%
+$2.86M
$5.67M0.22%25,565
-3,639
-12%
-$807K
$5.67M0.22%64,660
+32,026
+98%
+$2.81M
$5.6M0.21%42,278
+3,639
+9%
+$482K
$5.58M0.21%39,548
+20,629
+109%
+$2.91M
$5.51M0.21%132,472
+47,701
+56%
+$1.99M
$5.51M0.21%26,507
+14,174
+115%
+$2.94M
$5.47M0.21%8,992
-285
-3%
-$173K
$5.35M0.2%31,918
+7,179
+29%
+$1.2M
$5.34M0.2%90,783
+59,706
+192%
+$3.51M
$5.31M0.2%4,009
+221
+6%
+$293K
$5.29M0.2%71,666
+43,895
+158%
+$3.24M
$5.17M0.2%34,539
+21,129
+158%
+$3.16M
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