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
726
– –
-1,653
727
– –
-4,166
728
– –
-7,267
729
– –
-3,287
730
– –
-25,188
731
– –
-40,147
732
– –
-3,862
733
– –
-784
734
– –
-10,060
735
– –
-11,000
736
– –
-13,470
737
– –
-5,863
738
– –
-6,198
739
– –
-12,150
740
– –
-2,783
741
– –
-1,270
742
– –
-10,589
743
– –
-2,946
744
– –
-5,226
745
– –
-10,242
746
– –
-4,594
747
– –
-796
748
– –
-2,480
749
– –
-23,316
750
– –
-10,432
27 28 29
30
31