KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $1.27B
1-Year Est. Return 23.75%
This Quarter Est. Return
1 Year Est. Return
+23.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$882M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$23.8M
3
+$22M
4
AMZN icon
Amazon
AMZN
+$14.6M
5
NVDA icon
NVIDIA
NVDA
+$10.2M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.18M
4
GE icon
GE Aerospace
GE
+$1.13M
5
NVO icon
Novo Nordisk
NVO
+$959K

Sector Composition

1 Technology 20.9%
2 Industrials 8.18%
3 Healthcare 8.1%
4 Financials 7.87%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2M 0.23%
266,772
-5,000
102
$1.96M 0.22%
39,324
+15,834
103
$1.96M 0.22%
6,794
+5,237
104
$1.95M 0.22%
16,801
-2,812
105
$1.95M 0.22%
10,707
+245
106
$1.95M 0.22%
38,769
-7,708
107
$1.92M 0.22%
8,908
+6,472
108
$1.92M 0.22%
6,468
+3,140
109
$1.89M 0.21%
21,000
110
$1.88M 0.21%
8,350
+145
111
$1.88M 0.21%
11,611
+7,268
112
$1.87M 0.21%
7,746
+3,800
113
$1.83M 0.21%
4,592
-17
114
$1.82M 0.21%
2,888
-494
115
$1.82M 0.21%
25,962
+18,717
116
$1.79M 0.2%
121,358
+82,419
117
$1.76M 0.2%
21,753
+10,646
118
$1.76M 0.2%
38,783
+12,066
119
$1.73M 0.2%
15,903
+13,728
120
$1.73M 0.2%
13,181
+11,110
121
$1.72M 0.2%
73,376
-10,285
122
$1.71M 0.19%
14,821
+9,305
123
$1.69M 0.19%
+32,870
124
$1.65M 0.19%
16,609
+5,000
125
$1.64M 0.19%
117,499
-24,868
3 4
5
6 7