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
$1.11B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$11.8M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$10.3M
5
AVGO icon
Broadcom
AVGO
+$6.8M

Top Sells

1
+$2.3M
2
+$1.91M
3
+$1.31M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.17M
5
GE icon
GE Aerospace
GE
+$949K

Sector Composition

1 Technology 24.58%
2 Healthcare 7.65%
3 Financials 7.14%
4 Industrials 7.04%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.11M 0.28%
3,959
+266
77
$3.1M 0.28%
4,221
+540
78
$3.08M 0.28%
31,680
+5,950
79
$3.06M 0.28%
5
+2
80
$2.98M 0.27%
50,244
-456
81
$2.95M 0.27%
105,294
+58,825
82
$2.89M 0.26%
70,127
+16,222
83
$2.87M 0.26%
9,163
+1,790
84
$2.83M 0.26%
7,580
+2,912
85
$2.76M 0.25%
43,372
+2,508
86
$2.74M 0.25%
22,964
-16
87
$2.73M 0.25%
21,487
+1,049
88
$2.71M 0.24%
4,887
+476
89
$2.71M 0.24%
11,992
+5,431
90
$2.7M 0.24%
2,114
-108
91
$2.67M 0.24%
4,830
+423
92
$2.67M 0.24%
42,551
+12,651
93
$2.66M 0.24%
21,957
+10,662
94
$2.62M 0.24%
11,088
+1,815
95
$2.61M 0.24%
12,251
+915
96
$2.55M 0.23%
45,979
+7,804
97
$2.48M 0.22%
9,906
+480
98
$2.41M 0.22%
25,043
+1,158
99
$2.4M 0.22%
47,518
+3,121
100
$2.39M 0.22%
14,485
+3,512
2 3
4
5 6