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
$314M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$12.3M
3
+$9.82M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.54M
5
AMZN icon
Amazon
AMZN
+$7.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.87%
2 Industrials 12.24%
3 Healthcare 8.9%
4 Financials 7.09%
5 Consumer Discretionary 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.4M 0.45%
+28,955
52
$1.38M 0.44%
+4,152,933
53
$1.38M 0.44%
+37,809
54
$1.37M 0.44%
+47,626
55
$1.34M 0.43%
+30,340
56
$1.32M 0.42%
+3,355
57
$1.32M 0.42%
+15,200
58
$1.31M 0.42%
+14,565
59
$1.29M 0.41%
+10,838
60
$1.28M 0.41%
+6,178
61
$1.25M 0.4%
+3,386
62
$1.24M 0.39%
+8,153
63
$1.21M 0.38%
+3,881
64
$1.18M 0.38%
+9,193
65
$1.17M 0.37%
+5,963
66
$1.16M 0.37%
+14,330
67
$1.14M 0.36%
+5,396
68
$1.14M 0.36%
+34,070
69
$1.13M 0.36%
+81,480
70
$1.13M 0.36%
+74,591
71
$1.12M 0.36%
+8,346
72
$1.12M 0.36%
+8,463
73
$1.07M 0.34%
+2,391
74
$1.06M 0.34%
+20,141
75
$1.06M 0.34%
+74,088
1 2
3
4 5