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
$1.4B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.7M
3
+$8.73M
4
AAPL icon
Apple
AAPL
+$8.6M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$7.99M

Top Sells

1
+$12.9M
2
+$6.09M
3
+$5.3M
4
NVDA icon
NVIDIA
NVDA
+$3.8M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.06M

Sector Composition

1 Technology 21.23%
2 Healthcare 7.26%
3 Industrials 6.78%
4 Financials 6.78%
5 Consumer Discretionary 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.46M 0.18%
+44,714
127
$2.46M 0.18%
10,377
-12,462
128
$2.46M 0.18%
+48,037
129
$2.44M 0.17%
47,308
+4,544
130
$2.42M 0.17%
19,215
-3,749
131
$2.42M 0.17%
+52,170
132
$2.42M 0.17%
7,628
+48
133
$2.41M 0.17%
2,608
-161
134
$2.41M 0.17%
+19,550
135
$2.39M 0.17%
120,577
+4,155
136
$2.36M 0.17%
24,077
+21,238
137
$2.36M 0.17%
10,224
+85
138
$2.35M 0.17%
+71,406
139
$2.34M 0.17%
37,532
+8,550
140
$2.32M 0.17%
29,622
-25,662
141
$2.3M 0.16%
9,913
+2,285
142
$2.3M 0.16%
18,944
+5,423
143
$2.28M 0.16%
14,857
-341
144
$2.28M 0.16%
8,934
+460
145
$2.27M 0.16%
10,038
-1,954
146
$2.24M 0.16%
11,192
+2,647
147
$2.19M 0.16%
14,447
+12,447
148
$2.17M 0.15%
21,568
+19,035
149
$2.17M 0.15%
13,943
+4,113
150
$2.17M 0.15%
18,578
+4,600
4 5
6
7 8