KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $1.27B
1-Year Est. Return 23.75%
This Quarter Est. Return
1 Year Est. Return
+23.75%
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
+$36.3M
2
+$23.8M
3
+$22M
4
AMZN icon
Amazon
AMZN
+$14.6M
5
NVDA icon
NVIDIA
NVDA
+$10.2M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.18M
4
GE icon
GE Aerospace
GE
+$1.13M
5
NVO icon
Novo Nordisk
NVO
+$959K

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
$3.55M 0.4%
14,959
+7,090
52
$3.46M 0.39%
68,824
+41,766
53
$3.3M 0.37%
+13,327
54
$3.3M 0.37%
49,686
+43,910
55
$3.3M 0.37%
4,664
+3,255
56
$3.29M 0.37%
13,508
+1,991
57
$3.28M 0.37%
41,004
+33,754
58
$3.26M 0.37%
40,490
+33,500
59
$3.19M 0.36%
5,354
+3,887
60
$3.15M 0.36%
5,038
-729
61
$3.11M 0.35%
21,517
+14,245
62
$3.09M 0.35%
19,669
+15,599
63
$2.94M 0.33%
18,958
+13,637
64
$2.89M 0.33%
6,612
+5,993
65
$2.83M 0.32%
34,186
-3,348
66
$2.82M 0.32%
74,795
+53,515
67
$2.8M 0.32%
10,780
+2,500
68
$2.71M 0.31%
5
69
$2.62M 0.3%
53,331
-4,422
70
$2.6M 0.29%
49,503
+33,954
71
$2.57M 0.29%
26,986
+22,390
72
$2.53M 0.29%
8,337
+7,188
73
$2.53M 0.29%
50,029
+20,265
74
$2.5M 0.28%
4,701
+3,706
75
$2.48M 0.28%
+23,663
1 2
3
4 5