KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $1.27B
1-Year Est. Return 23.75%
This Quarter Est. Return
1 Year Est. Return
+23.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$882M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$23.8M
3
+$22M
4
AMZN icon
Amazon
AMZN
+$14.6M
5
NVDA icon
NVIDIA
NVDA
+$10.2M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.18M
4
GE icon
GE Aerospace
GE
+$1.13M
5
NVO icon
Novo Nordisk
NVO
+$959K

Sector Composition

1 Technology 20.9%
2 Industrials 8.18%
3 Healthcare 8.1%
4 Financials 7.87%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.45M 0.28%
23,730
-9,275
77
$2.45M 0.28%
16,650
+12,892
78
$2.44M 0.28%
19,494
+3,578
79
$2.34M 0.27%
45,589
+14,960
80
$2.31M 0.26%
2,288
-276
81
$2.3M 0.26%
39,042
+35,421
82
$2.28M 0.26%
+82,566
83
$2.28M 0.26%
27,358
+132
84
$2.27M 0.26%
67,511
+46,950
85
$2.24M 0.25%
28,420
+20,190
86
$2.24M 0.25%
112,128
+101,845
87
$2.24M 0.25%
133,333
+64,843
88
$2.24M 0.25%
9,670
+7,766
89
$2.18M 0.25%
94,654
+74,963
90
$2.16M 0.25%
13,219
+6,166
91
$2.16M 0.24%
19,598
+15,124
92
$2.14M 0.24%
22,092
+7,991
93
$2.09M 0.24%
16,050
94
$2.08M 0.24%
7,639
-915
95
$2.06M 0.23%
11,507
+8,191
96
$2.06M 0.23%
11,510
+9,375
97
$2.06M 0.23%
3,924
-396
98
$2.02M 0.23%
3,636
-157
99
$2.02M 0.23%
13,522
+10,196
100
$2.01M 0.23%
45,774
+2,758
2 3
4
5 6