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

Top Buys

1
+$5.91M
2
+$5.79M
3
+$4.67M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.3M
5
PLD icon
Prologis
PLD
+$4.11M

Top Sells

1
+$685M
2
+$240M
3
+$16.7M
4
UNH icon
UnitedHealth
UNH
+$13.4M
5
META icon
Meta Platforms (Facebook)
META
+$12M

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
$1.58M 0.27%
2,175
-1,659
102
$1.57M 0.27%
+10,462
103
$1.56M 0.27%
+3,382
104
$1.53M 0.26%
23,490
+13,430
105
$1.5M 0.26%
2,135
-11,919
106
$1.47M 0.25%
4,343
+76
107
$1.46M 0.25%
5,450
-728
108
$1.45M 0.25%
27,058
-7,012
109
$1.44M 0.25%
133,908
110
$1.43M 0.24%
3,946
+859
111
$1.42M 0.24%
14,404
+12,995
112
$1.4M 0.24%
7,272
-3,566
113
$1.39M 0.24%
4,474
-772
114
$1.39M 0.24%
8,230
-16,646
115
$1.35M 0.23%
8,939
+7,107
116
$1.3M 0.22%
23,949
+18,357
117
$1.29M 0.22%
+7,351
118
$1.27M 0.22%
26,717
-2,238
119
$1.27M 0.22%
+70,088
120
$1.27M 0.22%
+6,854
121
$1.27M 0.22%
7,191
+4,434
122
$1.26M 0.21%
+20,928
123
$1.25M 0.21%
+37,250
124
$1.25M 0.21%
3,977
+2,904
125
$1.22M 0.21%
+33,300
3 4
5
6 7