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
$1.11B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$11.8M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$10.3M
5
AVGO icon
Broadcom
AVGO
+$6.8M

Top Sells

1
+$2.3M
2
+$1.91M
3
+$1.31M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.17M
5
GE icon
GE Aerospace
GE
+$949K

Sector Composition

1 Technology 24.58%
2 Healthcare 7.65%
3 Financials 7.14%
4 Industrials 7.04%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.18M 0.38%
25,345
+5,962
52
$4.16M 0.37%
19,334
+8,131
53
$4.14M 0.37%
26,486
+4,407
54
$4.11M 0.37%
42,605
+1,275
55
$4.1M 0.37%
22,476
+7,230
56
$4.08M 0.37%
19,125
+4,656
57
$4.08M 0.37%
28,557
+14,188
58
$4.05M 0.36%
59,805
+6,398
59
$4.02M 0.36%
55,284
+9,768
60
$3.99M 0.36%
9,036
+503
61
$3.95M 0.36%
14,764
+2,368
62
$3.94M 0.36%
27,651
+7,260
63
$3.82M 0.34%
14,822
+6,808
64
$3.82M 0.34%
22,286
+3,054
65
$3.8M 0.34%
14,795
+608
66
$3.73M 0.34%
19,144
+27
67
$3.6M 0.32%
42,866
+122
68
$3.54M 0.32%
19,444
+5,572
69
$3.49M 0.31%
9,584
-35
70
$3.42M 0.31%
13,100
+3,941
71
$3.4M 0.31%
5,179
+141
72
$3.4M 0.31%
12,474
+2,018
73
$3.35M 0.3%
11,560
+5,409
74
$3.27M 0.29%
31,058
-2,895
75
$3.27M 0.29%
95,683
-2,728
1 2
3
4 5