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
751
$119K 0.01%
+20,000
752
$119K 0.01%
21,000
+1,000
753
$106K 0.01%
+23,855
754
$97.6K 0.01%
+10,995
755
$86K 0.01%
+11,000
756
$82.3K 0.01%
+15,000
757
$79.2K 0.01%
+16,600
758
$79.2K 0.01%
+18,155
759
$73.5K 0.01%
+10,565
760
$69.6K 0.01%
+22,300
761
$68.2K 0.01%
+15,908
762
$66.5K 0.01%
+50,000
763
$61.7K ﹤0.01%
+12,263
764
$58.9K ﹤0.01%
+18,034
765
$56.5K ﹤0.01%
+17,240
766
$54.1K ﹤0.01%
+13,695
767
$49.6K ﹤0.01%
+20,000
768
$37.4K ﹤0.01%
+1,100
769
$36.6K ﹤0.01%
+2,635
770
$34.2K ﹤0.01%
+1,133
771
$29.6K ﹤0.01%
+10,554
772
$24.8K ﹤0.01%
+11,000
773
$19.9K ﹤0.01%
+30,005
774
$14.6K ﹤0.01%
+12,000
775
$10.1K ﹤0.01%
+18,690
29 30
31
32 33