KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.86%
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
777
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.5M
3
+$8.44M
4
AAPL icon
Apple
AAPL
+$8.28M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$7.74M

Top Sells

1
+$12.5M
2
+$5.85M
3
+$4.96M
4
NVDA icon
NVIDIA
NVDA
+$3.69M
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
– –
-2,624
727
– –
-17,719
728
– –
-6,261
729
– –
-1,040
730
– –
-1,653
731
– –
-4,166
732
– –
-7,267
733
– –
-3,287
734
– –
-25,188
735
– –
-2,007
736
– –
-3,862
737
– –
-784
738
– –
-10,060
739
– –
-11,000
740
– –
-13,470
741
– –
-5,863
742
– –
-6,198
743
– –
-12,150
744
– –
-2,783
745
– –
-1,270
746
– –
-21,178
747
– –
-2,946
748
– –
-5,226
749
– –
-4,594
750
– –
-796
27 28 29
30
31