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
$1.4B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.7M
3
+$8.73M
4
AAPL icon
Apple
AAPL
+$8.6M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$7.99M

Top Sells

1
+$12.9M
2
+$6.09M
3
+$5.3M
4
NVDA icon
NVIDIA
NVDA
+$3.8M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.06M

Sector Composition

1 Technology 21.23%
2 Healthcare 7.26%
3 Industrials 6.78%
4 Financials 6.78%
5 Consumer Discretionary 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.31M 0.24%
10,866
+5,593
102
$3.29M 0.23%
16,299
+5,211
103
$3.25M 0.23%
5,240
+61
104
$3.23M 0.23%
12,278
+9,822
105
$3.2M 0.23%
5,167
+337
106
$3.19M 0.23%
59,946
+17,836
107
$3.18M 0.23%
109,968
+4,674
108
$3.1M 0.22%
140,852
+18,174
109
$3.1M 0.22%
11,139
+1,233
110
$3.07M 0.22%
20,074
+630
111
$3.03M 0.22%
48,286
+23,235
112
$3.01M 0.21%
11,133
+6,238
113
$2.89M 0.21%
51,254
+1,010
114
$2.88M 0.21%
24,266
+6,948
115
$2.88M 0.21%
13,864
+1,613
116
$2.86M 0.2%
11,636
-1,464
117
$2.82M 0.2%
1,978
-136
118
$2.76M 0.2%
25,666
+13,442
119
$2.76M 0.2%
20,471
-1,486
120
$2.62M 0.19%
2,496
+963
121
$2.6M 0.19%
+40,900
122
$2.56M 0.18%
7,944
+1,211
123
$2.52M 0.18%
8,729
+3,061
124
$2.5M 0.18%
60,471
+32,741
125
$2.48M 0.18%
21,797
+2,389
3 4
5
6 7