KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$210M
2
+$110M
3
+$26.4M
4
MSFT icon
Microsoft
MSFT
+$11.3M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.87%
2 Industrials 12.24%
3 Healthcare 8.9%
4 Financials 7.09%
5 Consumer Discretionary 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$423K 0.13%
+3,834
152
$420K 0.13%
+2,757
153
$417K 0.13%
+3,929
154
$414K 0.13%
+1,944
155
$412K 0.13%
+6,233
156
$409K 0.13%
+10,150
157
$408K 0.13%
+5,618
158
$408K 0.13%
+12,442
159
$399K 0.13%
+2,981
160
$394K 0.13%
+5,440
161
$393K 0.13%
+12,056
162
$389K 0.12%
+9,596
163
$388K 0.12%
+20,628
164
$387K 0.12%
+5,736
165
$378K 0.12%
+18,600
166
$377K 0.12%
+1,600
167
$373K 0.12%
+2,036
168
$369K 0.12%
+2,599
169
$366K 0.12%
+3,410
170
$363K 0.12%
+3,725
171
$357K 0.11%
+23,950
172
$355K 0.11%
+21,622
173
$350K 0.11%
+5,568
174
$350K 0.11%
+2,450
175
$347K 0.11%
+21,762
5 6
7
8 9