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
726
$204K 0.02%
+550
727
$204K 0.02%
+3,961
728
$204K 0.02%
4,171
+551
729
$203K 0.02%
+3,051
730
$203K 0.02%
2,676
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731
$203K 0.02%
+33,530
732
$202K 0.02%
+3,483
733
$201K 0.02%
+17,858
734
$201K 0.02%
3,730
-9,218
735
$201K 0.02%
+1,481
736
$200K 0.02%
3,310
-2,213
737
$198K 0.01%
+13,000
738
$193K 0.01%
+19,700
739
$190K 0.01%
+36,000
740
$184K 0.01%
+13,530
741
$184K 0.01%
+19,677
742
$179K 0.01%
19,035
-30,749
743
$178K 0.01%
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744
$176K 0.01%
+16,000
745
$170K 0.01%
+47,000
746
$165K 0.01%
+15,300
747
$163K 0.01%
+28,946
748
$160K 0.01%
+12,211
749
$158K 0.01%
+33,594
750
$141K 0.01%
+19,323
28 29
30
31 32