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
$1.4B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.7M
3
+$8.73M
4
AAPL icon
Apple
AAPL
+$8.6M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$7.99M

Top Sells

1
+$12.9M
2
+$6.09M
3
+$5.3M
4
NVDA icon
NVIDIA
NVDA
+$3.8M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.06M

Sector Composition

1 Technology 21.23%
2 Healthcare 7.26%
3 Industrials 6.78%
4 Financials 6.78%
5 Consumer Discretionary 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.14M 0.3%
+49,743
77
$4.03M 0.29%
+35,989
78
$3.91M 0.28%
19,380
+236
79
$3.85M 0.27%
14,045
-750
80
$3.81M 0.27%
4,256
+297
81
$3.77M 0.27%
18,214
-911
82
$3.76M 0.27%
12,438
+878
83
$3.73M 0.27%
4,221
84
$3.72M 0.27%
89,290
+36,920
85
$3.66M 0.26%
101,188
+5,505
86
$3.64M 0.26%
31,599
+7,901
87
$3.61M 0.26%
59,818
+51,334
88
$3.61M 0.26%
80,404
+10,277
89
$3.6M 0.26%
6,953
+2,066
90
$3.6M 0.26%
36,671
+17,992
91
$3.59M 0.26%
12,145
-329
92
$3.56M 0.25%
+26,665
93
$3.54M 0.25%
13,440
+7,509
94
$3.51M 0.25%
160,384
-29,215
95
$3.49M 0.25%
20,516
+6,031
96
$3.43M 0.24%
62,446
+16,467
97
$3.43M 0.24%
15,496
+4,549
98
$3.39M 0.24%
13,903
-5,431
99
$3.34M 0.24%
88,828
+22,917
100
$3.32M 0.24%
19,506
+3,335
2 3
4
5 6