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
$1.4B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.7M
3
+$8.73M
4
AAPL icon
Apple
AAPL
+$8.6M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$7.99M

Top Sells

1
+$12.9M
2
+$6.09M
3
+$5.3M
4
NVDA icon
NVIDIA
NVDA
+$3.8M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.06M

Sector Composition

1 Technology 21.23%
2 Healthcare 7.26%
3 Industrials 6.78%
4 Financials 6.78%
5 Consumer Discretionary 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.75M 0.41%
11,612
+54
52
$5.69M 0.41%
9,733
+294
53
$5.58M 0.4%
10,733
-93
54
$5.51M 0.39%
60,059
+42,308
55
$5.51M 0.39%
61,076
+36,603
56
$5.44M 0.39%
24,896
+20,957
57
$5.4M 0.39%
42,782
-1,596
58
$5.4M 0.38%
53,281
+21,601
59
$5.32M 0.38%
18,809
+4,045
60
$5.14M 0.37%
13,701
+4,117
61
$5.09M 0.36%
31,031
+3,094
62
$5.04M 0.36%
10,212
+1,176
63
$5.03M 0.36%
12,939
+97
64
$4.85M 0.35%
53,161
-13,779
65
$4.85M 0.35%
16,289
+1,467
66
$4.75M 0.34%
54,045
+44,449
67
$4.68M 0.33%
47,343
+4,738
68
$4.53M 0.32%
26,648
+3,652
69
$4.38M 0.31%
27,582
-69
70
$4.36M 0.31%
110,015
-3,632
71
$4.36M 0.31%
30,693
+9,206
72
$4.35M 0.31%
21,955
-521
73
$4.29M 0.31%
36,030
+7,473
74
$4.29M 0.31%
32,866
+1,808
75
$4.19M 0.3%
92,508
+73,084
1 2
3
4 5