KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$585M
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$4.98M
3
+$4.76M
4
PLD icon
Prologis
PLD
+$4.48M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.48M

Top Sells

1
+$220M
2
+$120M
3
+$12.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.97M
5
AMZN icon
Amazon
AMZN
+$2.95M

Sector Composition

1 Technology 20.94%
2 Healthcare 11.29%
3 Industrials 9.48%
4 Consumer Discretionary 8.15%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.72M 0.46%
7,045
+2,490
52
$2.7M 0.46%
12,212
-1,983
53
$2.66M 0.45%
11,517
-100
54
$2.66M 0.45%
5
55
$2.63M 0.45%
12,960
+2,412
56
$2.58M 0.44%
15,549
-4,137,384
57
$2.53M 0.43%
14,101
-464
58
$2.52M 0.43%
995
+124
59
$2.5M 0.43%
2,101
-517
60
$2.45M 0.42%
29,915
-770
61
$2.42M 0.41%
5,394
-396
62
$2.36M 0.4%
57,753
+46,303
63
$2.35M 0.4%
+19,613
64
$2.33M 0.4%
+46,477
65
$2.31M 0.4%
+37,534
66
$2.24M 0.38%
1,904
-40
67
$2.23M 0.38%
8,280
-1,604
68
$2.16M 0.37%
+2,564
69
$2.12M 0.36%
20,561
-27,065
70
$2.09M 0.36%
28,940
+19,769
71
$2.09M 0.36%
1,149
-981
72
$2.04M 0.35%
+19,691
73
$2.03M 0.35%
3,328
+1,422
74
$2M 0.34%
+8,554
75
$2M 0.34%
21,280
-4,562
1 2
3
4 5