KWA
Kingswood Wealth Advisors Portfolio holdings
AUM $2.62B
AUM
$2.62B
AUM Growth
+$1.29B (+97%)
Cap. Flow
+$1.37B
Cap. Flow % of AUM
52.27%
Top 10 Holdings %Top 10 Hldgs %
47.62%
Holding
869
New
74
Increased
417
Reduced
239
Closed
103
Top Buys
| 1 | $498M | |
| 2 | $117M | |
| 3 | $96.4M | |
| 4 | $95M | |
| 5 | $56.2M |
Top Sells
| 1 | $5.66M | |
| 2 | $5.31M | |
| 3 | $4.76M | |
| 4 | $4.36M | |
| 5 | $3.24M |
Sector Composition
| 1 | Technology | 35.91% |
| 2 | Consumer Discretionary | 5.59% |
| 3 | Communication Services | 5.59% |
| 4 | Financials | 4.58% |
| 5 | Industrials | 3.65% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $173K | 0.01% | 33,669 | New | +$173K | |||
| $167K | 0.01% | 21,976 | New | +$167K | |||
| $161K | 0.01% | 28,946 | – | – | |||
| $160K | 0.01% | 15,300 | – | – | |||
| $159K | 0.01% | 19,760 -7,850 | -28% | -$63.1K | |||
| $154K | 0.01% | 59,019 +48,465 | +459% | +$126K | |||
| $149K | 0.01% | 11,721 -490 | -4% | -$6.22K | |||
| $145K | 0.01% | 22,240 +5,000 | +29% | +$32.7K | |||
| $144K | 0.01% | 18,140 | New | +$144K | |||
| $142K | 0.01% | 11,025 | New | +$142K | |||
| $138K | 0.01% | 13,355 | New | +$138K | |||
| $138K | 0.01% | 15,699 | New | +$138K | |||
| $130K | 0.01% | 23,034 +5,000 | +28% | +$28.2K | |||
| $124K | 0% | 20,000 -13,530 | -40% | -$83.9K | |||
| $122K | 0% | 10,631 -3,950 | -27% | -$45.4K | |||
| $119K | 0% | 10,655 -5,122 | -32% | -$57.4K | |||
| $119K | 0% | 21,000 | – | – | |||
| $116K | 0% | 33,500 +2,400 | +8% | +$8.33K | |||
| $115K | 0% | 22,367 -1,488 | -6% | -$7.65K | |||
| $110K | 0% | 37,000 -10,000 | -21% | -$29.8K | |||
| $100K | 0% | 15,000 | – | – | |||
| $97K | 0% | 15,908 | – | – | |||
| $96.7K | 0% | 17,400 | New | +$96.7K | |||
| $94.8K | 0% | 11,552 +557 | +5% | +$4.57K | |||
| $94.4K | 0% | 11,100 | New | +$94.4K |
