KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.62B
AUM
$2.62B
AUM Growth
+$1.29B
Cap. Flow
+$1.37B
Cap. Flow %
52.27%
Top 10 Hldgs %
47.62%
Holding
869
New
74
Increased
417
Reduced
239
Closed
103

Top Buys

1
$498M
2
$117M
3
$96.4M
4
$95M
5
$56.2M

Top Sells

1
$5.66M
2
$5.31M
3
$4.76M
4
$4.36M
5
$3.24M

Sector Composition

1Technology35.91%
2Consumer Discretionary5.59%
3Communication Services5.59%
4Financials4.58%
5Industrials3.65%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.5M0.1%95,500
+1,037
+1%
+$27.2K
$2.48M0.09%55,622
+13,899
+33%
+$620K
$2.48M0.09%26,631
+9,019
+51%
+$839K
$2.48M0.09%88,664
+20,106
+29%
+$562K
$2.45M0.09%11,192
+3,771
+51%
+$825K
$2.38M0.09%60,416
+715
+1%
+$28.2K
$2.38M0.09%83,846
+39,648
+90%
+$1.12M
$2.38M0.09%14,302
+3,757
+36%
+$624K
$2.34M0.09%31,921
+13,008
+69%
+$955K
$2.33M0.09%68,980
+53,054
+333%
+$1.79M
$2.32M0.09%10,480
+4,767
+83%
+$1.06M
$2.29M0.09%11,495
-1,558
-12%
-$311K
$2.29M0.09%20,803
+3,359
+19%
+$369K
$2.28M0.09%29,754
+10,790
+57%
+$828K
$2.28M0.09%60,791
+22,767
+60%
+$853K
$2.26M0.09%23,704
+1,058
+5%
+$101K
$2.26M0.09%22,126
-6,666
-23%
-$681K
$2.26M0.09%47,313
+26,672
+129%
+$1.27M
$2.25M0.09%8,495
-884
-9%
-$234K
$2.24M0.09%61,328
+581
+1%
+$21.2K
$2.21M0.08%9,518
+1,637
+21%
+$380K
$2.21M0.08%38,534
+14,747
+62%
+$845K
$2.19M0.08%18,644
+3,479
+23%
+$409K
$2.15M0.08%23,543
+1,606
+7%
+$146K
$2.14M0.08%29,755 New
+$2.14M
1 5678935