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
$585M
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$4.98M
3
+$4.76M
4
PLD icon
Prologis
PLD
+$4.48M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.48M

Top Sells

1
+$220M
2
+$120M
3
+$12.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.97M
5
AMZN icon
Amazon
AMZN
+$2.95M

Sector Composition

1 Technology 20.94%
2 Healthcare 11.29%
3 Industrials 9.48%
4 Consumer Discretionary 8.15%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.96M 0.33%
904
+200
77
$1.91M 0.33%
+43,016
78
$1.87M 0.32%
21,000
-160
79
$1.83M 0.31%
15,916
+11,917
80
$1.81M 0.31%
+3,638
81
$1.81M 0.31%
3,621
+5
82
$1.79M 0.31%
+10,558
83
$1.75M 0.3%
+5,386
84
$1.72M 0.29%
14,698
+1,624
85
$1.72M 0.29%
+27,226
86
$1.71M 0.29%
3,316
-1,199
87
$1.69M 0.29%
+4,496
88
$1.68M 0.29%
1,557
-593
89
$1.67M 0.29%
7,869
+3,671
90
$1.67M 0.29%
+7,069
91
$1.67M 0.29%
+25,908
92
$1.66M 0.28%
+3,793
93
$1.64M 0.28%
+17,691
94
$1.64M 0.28%
+4,609
95
$1.64M 0.28%
16,050
+300
96
$1.61M 0.28%
+8,205
97
$1.61M 0.28%
+8,545
98
$1.61M 0.27%
5,732
-1,822
99
$1.58M 0.27%
2,175
-1,659
100
$1.57M 0.27%
+10,462
2 3
4
5 6