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
$314M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$12.3M
3
+$9.82M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.54M
5
AMZN icon
Amazon
AMZN
+$7.84M

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
$1.05M 0.33%
+8,822
77
$1.04M 0.33%
+42,839
78
$1.04M 0.33%
+2,128
79
$1.03M 0.33%
+5,790
80
$1.02M 0.33%
+6,030
81
$1.02M 0.32%
+10,500
82
$1M 0.32%
+7,554
83
$1M 0.32%
+3,107
84
$961K 0.31%
+25,842
85
$947K 0.3%
+5,192
86
$946K 0.3%
+10,032
87
$935K 0.3%
+16,907
88
$925K 0.29%
+4,198
89
$903K 0.29%
+1,926
90
$901K 0.29%
+2,620
91
$900K 0.29%
+49,000
92
$899K 0.29%
+9,078
93
$864K 0.28%
+23,118
94
$852K 0.27%
+9,303
95
$816K 0.26%
+53,151
96
$796K 0.25%
+5,061
97
$783K 0.25%
+4,515
98
$774K 0.25%
+10,249
99
$757K 0.24%
+24,075
100
$755K 0.24%
+24,016
2 3
4
5 6