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
$314M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$12.3M
3
+$9.82M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.54M
5
AMZN icon
Amazon
AMZN
+$7.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.87%
2 Industrials 12.24%
3 Healthcare 8.9%
4 Financials 7.09%
5 Consumer Discretionary 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$544K 0.17%
+14,079
127
$542K 0.17%
+2,186
128
$530K 0.17%
+2,664
129
$528K 0.17%
+5,390
130
$523K 0.17%
+18,018
131
$521K 0.17%
+14,195
132
$512K 0.16%
+911
133
$502K 0.16%
+1,238
134
$495K 0.16%
+1,605
135
$493K 0.16%
+2,015
136
$492K 0.16%
+29,320
137
$490K 0.16%
+3,999
138
$489K 0.16%
+11,450
139
$487K 0.16%
+10,060
140
$485K 0.15%
+2,618
141
$478K 0.15%
+2,150
142
$475K 0.15%
+5,422
143
$475K 0.15%
+9,675
144
$464K 0.15%
+11,900
145
$454K 0.14%
+871
146
$448K 0.14%
+10,376
147
$447K 0.14%
+14,854
148
$445K 0.14%
+7,298
149
$441K 0.14%
+13,079
150
$440K 0.14%
+6,295
4 5
6
7 8