We are live on ! Find out more
KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.11B
1-Year Est. Return 27.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.18%
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
751
– –
-11,900
752
– –
-9,693
753
– –
-683
754
– –
-12,792
755
– –
-19,037
756
– –
-1,977
757
– –
-1,158
758
– –
-13,299
759
– –
-2,670
760
– –
-5,402
761
– –
-1,659
762
– –
-6,179
763
– –
-25,530
764
– –
-3,982
765
– –
-51,733
766
– –
-10,000
767
– –
-55,850
768
– –
-2,655
769
– –
-15,000
770
– –
-10,242
27 28 29 30
31