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KWA
Kingswood Wealth Advisors Portfolio holdings
AUM
$2.48B
1-Year Est. Return
36.19%
This Fund
S&P 500
This Quarter
Est. Return
+7.73%
1 Year Est. Return
+36.19%
3 Year Est. Return
+123.18%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$314M
AUM Growth
–
Cap. Flow
+$618M
Cap. Flow
% of AUM
196.87%
Top 10 Holdings %
Top 10 Hldgs %
30.67%
Holding
267
New
267
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Walmart Inc
WMT
|
+$210M |
| 2 |
Cisco
CSCO
|
+$110M |
| 3 |
Apple
AAPL
|
+$26.4M |
| 4 |
Microsoft
MSFT
|
+$11.3M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$8.09M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 22.87% |
| 2 | Industrials | 12.24% |
| 3 | Healthcare | 8.9% |
| 4 | Financials | 7.09% |
| 5 | Consumer Discretionary | 6.25% |
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Kingswood Wealth Advisors's Q2 2023 Portfolio in Review
Q2 2023 is the first quarter with a 13F filing on record for Kingswood Wealth Advisors, which disclosed 267 positions worth $314M. Its ten largest holdings account for 31% of the portfolio.
Its largest position is Walmart Inc: 4,152,933 shares worth $1.38M.
By sector, the portfolio is most concentrated in Technology at 23% of assets, followed by Industrials and Healthcare.
- Kingswood Wealth Advisors's largest Q2 2023 buy was Walmart Inc: 4,152,933 shares worth $1.38M.
- Kingswood Wealth Advisors's ten largest holdings make up 31% of its $314M portfolio in Q2 2023.
- Kingswood Wealth Advisors disclosed 267 positions in Q2 2023, its first 13F filing on record.
Based on Kingswood Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.