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

Top Buys

1
+$5.91M
2
+$5.79M
3
+$4.67M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.3M
5
PLD icon
Prologis
PLD
+$4.11M

Top Sells

1
+$685M
2
+$240M
3
+$16.7M
4
UNH icon
UnitedHealth
UNH
+$13.4M
5
META icon
Meta Platforms (Facebook)
META
+$12M

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
$2M 0.34%
+8,554
77
$2M 0.34%
21,280
-4,562
78
$1.96M 0.33%
904
+200
79
$1.91M 0.33%
+43,016
80
$1.87M 0.32%
21,000
-160
81
$1.83M 0.31%
15,916
+11,917
82
$1.81M 0.31%
+3,638
83
$1.81M 0.31%
3,621
+5
84
$1.79M 0.31%
+10,558
85
$1.75M 0.3%
+5,386
86
$1.72M 0.29%
14,698
+1,624
87
$1.72M 0.29%
+27,226
88
$1.71M 0.29%
3,316
-1,199
89
$1.69M 0.29%
+4,496
90
$1.68M 0.29%
1,557
-593
91
$1.67M 0.29%
7,869
+3,671
92
$1.67M 0.29%
+7,069
93
$1.67M 0.29%
+25,908
94
$1.66M 0.28%
+3,793
95
$1.64M 0.28%
+17,691
96
$1.64M 0.28%
+4,609
97
$1.64M 0.28%
16,050
+300
98
$1.61M 0.28%
+8,205
99
$1.61M 0.28%
+8,545
100
$1.61M 0.27%
5,732
-1,822
2 3
4
5 6