KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
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
+$210M
2
+$110M
3
+$26.4M
4
MSFT icon
Microsoft
MSFT
+$11.3M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.09M

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
$693K 0.22%
+6,083
102
$686K 0.22%
+10,786
103
$682K 0.22%
+9,171
104
$679K 0.22%
+7,812
105
$665K 0.21%
+2,277
106
$658K 0.21%
+7,072
107
$652K 0.21%
+2,647
108
$648K 0.21%
+11,650
109
$621K 0.2%
+3,087
110
$617K 0.2%
+4,267
111
$614K 0.2%
+6,874
112
$611K 0.19%
+11,875
113
$598K 0.19%
+47,094
114
$588K 0.19%
+11,511
115
$587K 0.19%
+8,984
116
$586K 0.19%
+2,130
117
$583K 0.19%
+8,744
118
$577K 0.18%
+6,843
119
$575K 0.18%
+16,800
120
$572K 0.18%
+5,246
121
$572K 0.18%
+9,750
122
$569K 0.18%
+1,906
123
$565K 0.18%
+42,550
124
$544K 0.17%
+14,079
125
$542K 0.17%
+2,186
3 4
5
6 7