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
$1.11B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$11.8M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$10.3M
5
AVGO icon
Broadcom
AVGO
+$6.8M

Top Sells

1
+$2.3M
2
+$1.91M
3
+$1.31M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.17M
5
GE icon
GE Aerospace
GE
+$949K

Sector Composition

1 Technology 24.58%
2 Healthcare 7.65%
3 Financials 7.14%
4 Industrials 7.04%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.39M 0.22%
17,318
+10,630
102
$2.38M 0.21%
23,698
+4,411
103
$2.34M 0.21%
122,678
+13,032
104
$2.33M 0.21%
7,566
-67
105
$2.31M 0.21%
65,911
+50,113
106
$2.3M 0.21%
116,422
+1,132
107
$2.28M 0.21%
16,171
+3,985
108
$2.28M 0.21%
2,769
-1
109
$2.22M 0.2%
16,896
+3,159
110
$2.21M 0.2%
10,139
-53
111
$2.1M 0.19%
6,733
+122
112
$2.1M 0.19%
136,640
+9,445
113
$2.09M 0.19%
25,727
+9,400
114
$2.07M 0.19%
4,407
+2,714
115
$2.06M 0.19%
25,766
+14,652
116
$2.02M 0.18%
19,408
+707
117
$2M 0.18%
42,110
-5,423
118
$1.97M 0.18%
8,154
-124
119
$1.9M 0.17%
24,473
+722
120
$1.89M 0.17%
10,947
+955
121
$1.89M 0.17%
21,000
122
$1.88M 0.17%
15,198
+3,662
123
$1.81M 0.16%
15,822
+245
124
$1.78M 0.16%
24,554
+2,553
125
$1.78M 0.16%
42,764
-2,983
3 4
5
6 7