KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.62B
AUM
$2.62B
AUM Growth
+$1.29B
Cap. Flow
+$1.37B
Cap. Flow %
52.27%
Top 10 Hldgs %
47.62%
Holding
869
New
74
Increased
417
Reduced
239
Closed
103

Top Buys

1
$498M
2
$117M
3
$96.4M
4
$95M
5
$56.2M

Top Sells

1
$5.66M
2
$5.31M
3
$4.76M
4
$4.36M
5
$3.24M

Sector Composition

1Technology35.91%
2Consumer Discretionary5.59%
3Communication Services5.59%
4Financials4.58%
5Industrials3.65%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$3.25M0.12%122,357
-281
-0.2%
-$7.47K
$3.22M0.12%47,336
+24,975
+112%
+$1.7M
$3.19M0.12%43,793
+25,268
+136%
+$1.84M
$3.18M0.12%24,693
+10,060
+69%
+$1.29M
$3.13M0.12%11,478
-880
-7%
-$240K
$3.1M0.12%138,965
+82,724
+147%
+$1.85M
$3.05M0.12%13,181
-564
-4%
-$131K
$3.05M0.12%34,543
+23,530
+214%
+$2.08M
$3.02M0.12%11,541
+5,692
+97%
+$1.49M
$3.01M0.12%137,250
+51,850
+61%
+$1.14M
$3M0.11%87,698
+62,446
+247%
+$2.14M
$2.99M0.11%46,447
+26,505
+133%
+$1.71M
$2.96M0.11%29,454
+16,154
+121%
+$1.63M
$2.95M0.11%27,122
+14,890
+122%
+$1.62M
$2.92M0.11%20,623
+8,604
+72%
+$1.22M
$2.91M0.11%175,838
+23,632
+16%
+$391K
$2.89M0.11%31,516
+4,223
+15%
+$387K
$2.74M0.1%22,477
+2,139
+11%
+$261K
$2.72M0.1%10,519
-1,839
-15%
-$476K
$2.7M0.1%29,458
+3,740
+15%
+$343K
$2.68M0.1%213,647 New
+$2.68M
$2.67M0.1%29,060
+6,580
+29%
+$605K
$2.57M0.1%30,935
+1,494
+5%
+$124K
$2.56M0.1%32,214
+613
+2%
+$48.7K
$2.51M0.1%32,519
+3,436
+12%
+$265K
1 4567835