KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.62B
AUM
$2.62B
AUM Growth
+$1.29B
Cap. Flow
+$1.37B
Cap. Flow %
52.27%
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

1Technology35.91%
2Consumer Discretionary5.59%
3Communication Services5.59%
4Financials4.58%
5Industrials3.65%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$5.08M0.19%9,270
+4,818
+108%
+$2.64M
$4.97M0.19%50,785
+35,728
+237%
+$3.5M
$4.97M0.19%49,921
+35,415
+244%
+$3.52M
$4.89M0.19%9,006
-2,905
-24%
-$1.58M
$4.86M0.19%67,806
+16,526
+32%
+$1.18M
$4.79M0.18%92,457
+17,470
+23%
+$904K
$4.74M0.18%30,037
+15,887
+112%
+$2.51M
$4.67M0.18%5,006
+615
+14%
+$573K
$4.64M0.18%77,071
+28,129
+57%
+$1.69M
$4.58M0.18%12,623
+4,800
+61%
+$1.74M
$4.58M0.18%46,120
+502
+1%
+$49.9K
$4.54M0.17%119,538
+69,934
+141%
+$2.66M
$4.51M0.17%25,103
-1,838
-7%
-$330K
$4.31M0.16%16,003
+8,188
+105%
+$2.21M
$4.29M0.16%73,300
+9,283
+15%
+$543K
$4.25M0.16%53,614
-6,618
-11%
-$525K
$4.25M0.16%8,909
+5,225
+142%
+$2.49M
$4.22M0.16%11,357
+3,220
+40%
+$1.2M
$4.21M0.16%71,815
+19,992
+39%
+$1.17M
$4.06M0.16%24,242
-1,623
-6%
-$272K
$4.06M0.16%7,377
+2,935
+66%
+$1.61M
$4.04M0.15%19,050
+5,170
+37%
+$1.1M
$4.03M0.15%62,829
+16,281
+35%
+$1.04M
$4.01M0.15%13,581
-718
-5%
-$212K
$4M0.15%25,257
+18,583
+278%
+$2.94M
1 2345635