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
$1.11B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$11.8M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$10.3M
5
AVGO icon
Broadcom
AVGO
+$6.8M

Top Sells

1
+$2.3M
2
+$1.91M
3
+$1.31M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.17M
5
GE icon
GE Aerospace
GE
+$949K

Sector Composition

1 Technology 24.58%
2 Healthcare 7.65%
3 Financials 7.14%
4 Industrials 7.04%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.78M 0.16%
22,804
-463
127
$1.77M 0.16%
7,745
+298
128
$1.75M 0.16%
35,508
+1,500
129
$1.73M 0.16%
3,550
-94
130
$1.73M 0.16%
45,725
+23,575
131
$1.72M 0.16%
17,338
+2,077
132
$1.71M 0.15%
18,679
+15,626
133
$1.71M 0.15%
3,840
+1,327
134
$1.71M 0.15%
43,559
+866
135
$1.7M 0.15%
28,982
+11,622
136
$1.65M 0.15%
16,400
+6,700
137
$1.64M 0.15%
9,409
+5,511
138
$1.63M 0.15%
17,751
-3,327
139
$1.63M 0.15%
131,783
-1,207
140
$1.62M 0.15%
334,000
141
$1.62M 0.15%
17,114
+6,528
142
$1.61M 0.15%
10,604
+4,031
143
$1.61M 0.15%
1,533
+129
144
$1.59M 0.14%
3,623
-15
145
$1.58M 0.14%
24,903
-4,838
146
$1.58M 0.14%
9,104
+594
147
$1.58M 0.14%
33,272
+20,452
148
$1.56M 0.14%
8,545
+315
149
$1.56M 0.14%
+23,316
150
$1.54M 0.14%
+74,843
4 5
6
7 8