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
$1.33B
AUM Growth
-$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$11.9M
3
+$8.56M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.01M
5
SSO icon
ProShares Ultra S&P500
SSO
+$5.68M

Top Sells

1
+$20.6M
2
+$14.5M
3
+$14.4M
4
NVDA icon
NVIDIA
NVDA
+$13.6M
5
AAPL icon
Apple
AAPL
+$13.3M

Sector Composition

1 Technology 17.97%
2 Industrials 5.57%
3 Financials 5.51%
4 Consumer Discretionary 4.47%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.02M 0.23%
30,388
-30,518
102
$2.96M 0.22%
39,131
+11,950
103
$2.95M 0.22%
13,745
+7,960
104
$2.88M 0.22%
13,053
+3,600
105
$2.87M 0.22%
28,792
+14,755
106
$2.85M 0.21%
24,287
+12,151
107
$2.8M 0.21%
28,894
+3,228
108
$2.77M 0.21%
48,942
+1,634
109
$2.75M 0.21%
31,601
+29,170
110
$2.74M 0.21%
89,769
+479
111
$2.69M 0.2%
27,293
+18,244
112
$2.66M 0.2%
+29,441
113
$2.65M 0.2%
86,934
+55,964
114
$2.61M 0.2%
7,815
-6,230
115
$2.58M 0.19%
64,634
-15,770
116
$2.55M 0.19%
4,452
-7,160
117
$2.54M 0.19%
60,747
+621
118
$2.53M 0.19%
+152,206
119
$2.53M 0.19%
42,735
-17,211
120
$2.53M 0.19%
21,937
-2,329
121
$2.52M 0.19%
8,685
-2,181
122
$2.45M 0.18%
15,368
+921
123
$2.4M 0.18%
27,351
+15,448
124
$2.38M 0.18%
9,379
+1,751
125
$2.35M 0.18%
25,718
-34,341
3 4
5
6 7