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
$1.33B
AUM Growth
-$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$11.9M
3
+$8.56M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.01M
5
SSO icon
ProShares Ultra S&P500
SSO
+$5.68M

Top Sells

1
+$20.6M
2
+$14.5M
3
+$14.4M
4
NVDA icon
NVIDIA
NVDA
+$13.6M
5
AAPL icon
Apple
AAPL
+$13.3M

Sector Composition

1 Technology 17.97%
2 Industrials 5.57%
3 Financials 5.51%
4 Consumer Discretionary 4.47%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.69M 0.35%
60,232
+30,610
52
$4.68M 0.35%
43,485
-29,954
53
$4.63M 0.35%
19,137
+5,234
54
$4.47M 0.34%
38,639
-11,631
55
$4.47M 0.34%
45,618
+21,541
56
$4.46M 0.34%
88,570
+47,538
57
$4.43M 0.33%
11,992
-947
58
$4.42M 0.33%
13,326
-5,627
59
$4.23M 0.32%
74,987
+12,541
60
$4.22M 0.32%
27,467
+819
61
$4.19M 0.31%
3,788
-433
62
$4.15M 0.31%
14,299
-1,990
63
$4.03M 0.3%
83,477
-9,031
64
$4M 0.3%
25,865
-1,717
65
$3.99M 0.3%
64,017
+26,485
66
$3.98M 0.3%
80,338
+75,843
67
$3.93M 0.29%
10,096
-7,311
68
$3.92M 0.29%
258,931
+121,947
69
$3.91M 0.29%
43,910
-49,560
70
$3.91M 0.29%
32,387
+1,356
71
$3.88M 0.29%
21,948
+1,874
72
$3.88M 0.29%
28,498
+8,948
73
$3.79M 0.28%
17,235
+1,739
74
$3.73M 0.28%
35,259
-7,523
75
$3.73M 0.28%
84,771
-25,244
1 2
3
4 5