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
$585M
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.79M
3
+$4.67M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.3M
5
PLD icon
Prologis
PLD
+$4.11M

Top Sells

1
+$685M
2
+$240M
3
+$16.7M
4
UNH icon
UnitedHealth
UNH
+$13.4M
5
META icon
Meta Platforms (Facebook)
META
+$12M

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
$2.82M 0.48%
4,395
-1,001
52
$2.72M 0.46%
1,409
+498
53
$2.7M 0.46%
12,212
-1,983
54
$2.66M 0.45%
11,517
-100
55
$2.66M 0.45%
5
56
$2.63M 0.45%
4,320
+804
57
$2.58M 0.44%
15,549
-4,137,384
58
$2.53M 0.43%
14,101
-464
59
$2.52M 0.43%
995
+124
60
$2.5M 0.43%
2,101
-517
61
$2.45M 0.42%
29,915
-770
62
$2.42M 0.41%
5,394
-396
63
$2.36M 0.4%
57,753
+46,303
64
$2.35M 0.4%
+19,613
65
$2.33M 0.4%
+46,477
66
$2.31M 0.4%
+37,534
67
$2.26M 0.39%
230,063
-12,614
68
$2.24M 0.38%
1,904
-40
69
$2.23M 0.38%
8,280
-1,604
70
$2.16M 0.37%
+2,564
71
$2.12M 0.36%
20,561
-27,065
72
$2.09M 0.36%
28,940
+19,769
73
$2.09M 0.36%
1,149
-981
74
$2.04M 0.35%
+19,691
75
$2.03M 0.35%
3,328
+1,422
1 2
3
4 5