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
$314M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$12.3M
3
+$9.82M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.54M
5
AMZN icon
Amazon
AMZN
+$7.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.87%
2 Industrials 12.24%
3 Healthcare 8.9%
4 Financials 7.09%
5 Consumer Discretionary 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$737K 0.24%
+2,628
102
$733K 0.23%
+6,469
103
$693K 0.22%
+6,083
104
$686K 0.22%
+10,786
105
$682K 0.22%
+9,171
106
$679K 0.22%
+3,906
107
$665K 0.21%
+2,277
108
$658K 0.21%
+7,072
109
$652K 0.21%
+2,647
110
$648K 0.21%
+11,650
111
$621K 0.2%
+3,087
112
$617K 0.2%
+4,267
113
$614K 0.2%
+6,874
114
$611K 0.19%
+11,875
115
$598K 0.19%
+47,094
116
$588K 0.19%
+11,511
117
$587K 0.19%
+8,984
118
$586K 0.19%
+2,130
119
$583K 0.19%
+8,744
120
$577K 0.18%
+6,843
121
$575K 0.18%
+16,800
122
$572K 0.18%
+5,246
123
$572K 0.18%
+9,750
124
$569K 0.18%
+1,906
125
$565K 0.18%
+42,550
3 4
5
6 7