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
$585M
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.79M
3
+$4.67M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.3M
5
PLD icon
Prologis
PLD
+$4.11M

Top Sells

1
+$685M
2
+$240M
3
+$16.7M
4
UNH icon
UnitedHealth
UNH
+$13.4M
5
META icon
Meta Platforms (Facebook)
META
+$12M

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
$1.21M 0.21%
1,935
-6,748
127
$1.19M 0.2%
3,066
-840
128
$1.19M 0.2%
4,596
-5,436
129
$1.16M 0.2%
+11,307
130
$1.15M 0.2%
+2,895
131
$1.12M 0.19%
2,672
+44
132
$1.1M 0.19%
2,071
-5,001
133
$1.09M 0.19%
11,609
+6,219
134
$1.09M 0.19%
6,265
+302
135
$1.03M 0.18%
68,490
+46,728
136
$1.03M 0.18%
+10,573
137
$1.02M 0.17%
4,203
-3,125
138
$1.01M 0.17%
+10,590
139
$1M 0.17%
+12,281
140
$1M 0.17%
9,193
141
$990K 0.17%
7,053
+4,072
142
$981K 0.17%
6,216
+186
143
$972K 0.17%
+14,024
144
$971K 0.17%
4,715
-4,107
145
$969K 0.17%
+4,653
146
$955K 0.16%
+12,695
147
$955K 0.16%
+40,476
148
$938K 0.16%
7,245
+2,633
149
$931K 0.16%
+1,814
150
$931K 0.16%
+2,116
4 5
6
7 8