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
$1.33B
AUM Growth
-$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$11.9M
3
+$8.56M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.01M
5
SSO icon
ProShares Ultra S&P500
SSO
+$5.68M

Top Sells

1
+$20.6M
2
+$14.5M
3
+$14.4M
4
NVDA icon
NVIDIA
NVDA
+$13.6M
5
AAPL icon
Apple
AAPL
+$13.3M

Sector Composition

1 Technology 17.97%
2 Industrials 5.57%
3 Financials 5.51%
4 Consumer Discretionary 4.47%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.35M 0.18%
94,463
+42,123
127
$2.34M 0.18%
41,257
+10,330
128
$2.33M 0.18%
+29,083
129
$2.3M 0.17%
10,915
+4,129
130
$2.29M 0.17%
101,035
+27,796
131
$2.29M 0.17%
59,701
-770
132
$2.25M 0.17%
80,448
-79,936
133
$2.24M 0.17%
+25,648
134
$2.22M 0.17%
63,466
+376
135
$2.2M 0.17%
17,444
+12,124
136
$2.2M 0.17%
38,944
+11,725
137
$2.19M 0.16%
12,333
-24,739
138
$2.19M 0.16%
20,338
-11,261
139
$2.18M 0.16%
27,771
+14,306
140
$2.17M 0.16%
78,140
+4,766
141
$2.16M 0.16%
70,138
+50,133
142
$2.14M 0.16%
46,921
-5,249
143
$2.14M 0.16%
9,518
-1,674
144
$2.08M 0.16%
10,545
+638
145
$2.07M 0.16%
+97,195
146
$2.07M 0.16%
12,019
-2,838
147
$2.05M 0.15%
14,150
-22,228
148
$2.04M 0.15%
22,646
+2,531
149
$2.04M 0.15%
13,410
-7,106
150
$2.03M 0.15%
33,068
-15,218
4 5
6
7 8