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
$585M
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$4.98M
3
+$4.76M
4
PLD icon
Prologis
PLD
+$4.48M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.48M

Top Sells

1
+$220M
2
+$120M
3
+$12.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.97M
5
AMZN icon
Amazon
AMZN
+$2.95M

Sector Composition

1 Technology 20.94%
2 Healthcare 11.29%
3 Industrials 9.48%
4 Consumer Discretionary 8.15%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.56M 0.27%
+3,382
102
$1.53M 0.26%
23,490
+13,430
103
$1.5M 0.26%
4,270
-23,838
104
$1.47M 0.25%
4,343
+76
105
$1.46M 0.25%
5,450
-728
106
$1.45M 0.25%
27,058
-7,012
107
$1.44M 0.25%
133,908
108
$1.43M 0.24%
3,946
+859
109
$1.42M 0.24%
14,404
+12,995
110
$1.4M 0.24%
7,272
-3,566
111
$1.39M 0.24%
4,474
-772
112
$1.39M 0.24%
8,230
-16,646
113
$1.35M 0.23%
8,939
+7,107
114
$1.3M 0.22%
23,949
+18,357
115
$1.29M 0.22%
+7,351
116
$1.27M 0.22%
26,717
-2,238
117
$1.27M 0.22%
+70,088
118
$1.27M 0.22%
+6,854
119
$1.27M 0.22%
7,191
+4,434
120
$1.26M 0.21%
+20,928
121
$1.25M 0.21%
+37,250
122
$1.25M 0.21%
3,977
+2,904
123
$1.22M 0.21%
+33,300
124
$1.21M 0.21%
1,935
-6,748
125
$1.19M 0.2%
6,132
-1,680
3 4
5
6 7