KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$585M
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$4.98M
3
+$4.76M
4
PLD icon
Prologis
PLD
+$4.48M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.48M

Top Sells

1
+$220M
2
+$120M
3
+$12.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.97M
5
AMZN icon
Amazon
AMZN
+$2.95M

Sector Composition

1 Technology 20.94%
2 Healthcare 11.29%
3 Industrials 9.48%
4 Consumer Discretionary 8.15%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.19M 0.2%
4,596
-5,436
127
$1.16M 0.2%
+11,307
128
$1.15M 0.2%
+2,895
129
$1.12M 0.19%
2,672
+44
130
$1.1M 0.19%
2,071
-5,001
131
$1.09M 0.19%
11,609
+6,219
132
$1.09M 0.19%
6,265
+302
133
$1.03M 0.18%
68,490
+46,728
134
$1.03M 0.18%
+10,573
135
$1.02M 0.17%
4,203
-3,125
136
$1.01M 0.17%
+10,590
137
$1M 0.17%
+12,281
138
$1M 0.17%
9,193
139
$990K 0.17%
7,053
+4,072
140
$981K 0.17%
6,216
+186
141
$972K 0.17%
+14,024
142
$971K 0.17%
4,715
-4,107
143
$969K 0.17%
+4,653
144
$955K 0.16%
+12,695
145
$955K 0.16%
+40,476
146
$938K 0.16%
7,245
+2,633
147
$931K 0.16%
+1,814
148
$931K 0.16%
+2,116
149
$916K 0.16%
15,711
+6,036
150
$911K 0.16%
2,720
+100
4 5
6
7 8