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
$882M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$22.6M
3
+$20.6M
4
AMZN icon
Amazon
AMZN
+$13.5M
5
NVDA icon
NVIDIA
NVDA
+$9.56M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.07M
4
GE icon
GE Aerospace
GE
+$1.02M
5
NVO icon
Novo Nordisk
NVO
+$917K

Sector Composition

1 Technology 20.9%
2 Industrials 8.18%
3 Healthcare 8.1%
4 Financials 7.87%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.3M 0.37%
+13,327
52
$3.3M 0.37%
49,686
+43,910
53
$3.3M 0.37%
23,320
+16,275
54
$3.29M 0.37%
13,508
+1,991
55
$3.28M 0.37%
41,004
+33,754
56
$3.26M 0.37%
40,490
+33,500
57
$3.19M 0.36%
5,354
+3,887
58
$3.15M 0.36%
5,038
-729
59
$3.11M 0.35%
21,517
+14,245
60
$3.09M 0.35%
19,669
+15,599
61
$2.94M 0.33%
18,958
+13,637
62
$2.89M 0.33%
6,612
+5,993
63
$2.83M 0.32%
34,186
-3,348
64
$2.82M 0.32%
74,795
+53,515
65
$2.8M 0.32%
10,780
+2,500
66
$2.71M 0.31%
5
67
$2.62M 0.3%
53,331
-4,422
68
$2.6M 0.29%
49,503
+33,954
69
$2.57M 0.29%
26,986
+22,390
70
$2.53M 0.29%
8,337
+7,188
71
$2.53M 0.29%
50,029
+20,265
72
$2.5M 0.28%
4,701
+3,706
73
$2.48M 0.28%
+23,663
74
$2.45M 0.28%
23,730
-9,275
75
$2.45M 0.28%
16,650
+12,892
1 2
3
4 5