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 | |
|---|---|---|---|---|---|---|---|
| $92.8K | 0% | 70,000 +20,000 | +40% | +$26.5K | |||
| $81.4K | 0% | 10,156 | New | +$81.4K | |||
| $78.6K | 0% | 10,600 | New | +$78.6K | |||
| $65.9K | 0% | 27,000 -243,000 | -90% | -$593K | |||
| $54.1K | 0% | 21,440 +10,110 | +89% | +$25.5K | |||
| $46.8K | 0% | 30,000 +10,000 | +50% | +$15.6K | |||
| $44.3K | 0% | 16,797 -16,797 | -50% | -$44.3K | |||
| $28.5K | 0% | 11,000 | – | – | |||
| $7.8K | 0% | 20,005 -10,000 | -33% | -$3.9K | |||
| $5.38K | 0% | 12,000 | – | – | |||
| $5.29K | 0% | 10,800 | – | – | |||
| $0 | 0% | 0 -6,287 | Closed | – | |||
| $0 | 0% | 0 -1,735 | Closed | – | |||
| $0 | 0% | 0 -18,690 | Closed | – | |||
| $0 | 0% | 0 -1,063 | Closed | – | |||
| $0 | 0% | 0 -9,684 | Closed | – | |||
| $0 | 0% | 0 -5,497 | Closed | – | |||
| $0 | 0% | 0 -22,300 | Closed | – | |||
| $0 | 0% | 0 -4,171 | Closed | – | |||
| $0 | 0% | 0 -1,509 | Closed | – | |||
| $0 | 0% | 0 -24,650 | Closed | – | |||
| $0 | 0% | 0 -8,202 | Closed | – | |||
| $0 | 0% | 0 -16,600 | Closed | – | |||
| $0 | 0% | 0 -12,971 | Closed | – | |||
| $0 | 0% | 0 -10,565 | Closed | – |
