KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$210M
2
+$110M
3
+$26.4M
4
MSFT icon
Microsoft
MSFT
+$11.3M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.87%
2 Industrials 12.24%
3 Healthcare 8.9%
4 Financials 7.09%
5 Consumer Discretionary 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04M 0.33%
+2,128
77
$1.03M 0.33%
+5,790
78
$1.02M 0.33%
+6,030
79
$1.02M 0.32%
+10,500
80
$1M 0.32%
+7,554
81
$1M 0.32%
+3,107
82
$961K 0.31%
+25,842
83
$947K 0.3%
+5,192
84
$946K 0.3%
+10,032
85
$935K 0.3%
+16,907
86
$925K 0.29%
+4,198
87
$903K 0.29%
+1,926
88
$901K 0.29%
+2,620
89
$900K 0.29%
+49,000
90
$899K 0.29%
+9,078
91
$864K 0.28%
+23,118
92
$852K 0.27%
+9,303
93
$816K 0.26%
+53,151
94
$796K 0.25%
+5,061
95
$783K 0.25%
+4,515
96
$774K 0.25%
+10,249
97
$757K 0.24%
+24,075
98
$755K 0.24%
+24,016
99
$737K 0.24%
+2,628
100
$733K 0.23%
+6,469
2 3
4
5 6