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
$882M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$23.8M
3
+$22M
4
AMZN icon
Amazon
AMZN
+$14.6M
5
NVDA icon
NVIDIA
NVDA
+$10.2M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.18M
4
GE icon
GE Aerospace
GE
+$1.13M
5
NVO icon
Novo Nordisk
NVO
+$959K

Sector Composition

1 Technology 20.9%
2 Industrials 8.18%
3 Healthcare 8.1%
4 Financials 7.87%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.64M 0.19%
17,400
+14,803
127
$1.62M 0.18%
133,908
128
$1.62M 0.18%
14,382
-22
129
$1.61M 0.18%
335,000
+215,000
130
$1.6M 0.18%
9,136
+1,945
131
$1.59M 0.18%
22,828
+1,900
132
$1.55M 0.18%
5,309
-77
133
$1.54M 0.18%
17,105
+12,291
134
$1.52M 0.17%
5,086
+4,182
135
$1.52M 0.17%
10,660
+3,232
136
$1.51M 0.17%
10,191
+1,252
137
$1.47M 0.17%
6,992
+727
138
$1.46M 0.17%
5,936
+4,482
139
$1.45M 0.16%
3,541
+1,524
140
$1.45M 0.16%
7,317
-34
141
$1.45M 0.16%
7,535
+4,469
142
$1.45M 0.16%
40,250
+3,000
143
$1.44M 0.16%
2,634
-1,004
144
$1.43M 0.16%
31,350
-1,950
145
$1.42M 0.16%
17,014
-677
146
$1.41M 0.16%
34,809
+18,629
147
$1.39M 0.16%
24,261
+16,352
148
$1.38M 0.16%
47,941
+35,729
149
$1.38M 0.16%
54,364
+8,466
150
$1.37M 0.16%
10,467
-106
4 5
6
7 8