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
$314M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$12.3M
3
+$9.82M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.54M
5
AMZN icon
Amazon
AMZN
+$7.84M

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
$431K 0.14%
+7,328
152
$427K 0.14%
+7,540
153
$423K 0.13%
+3,834
154
$420K 0.13%
+2,757
155
$417K 0.13%
+3,929
156
$414K 0.13%
+1,944
157
$412K 0.13%
+6,233
158
$409K 0.13%
+10,150
159
$408K 0.13%
+5,618
160
$408K 0.13%
+12,442
161
$399K 0.13%
+2,981
162
$394K 0.13%
+5,440
163
$393K 0.13%
+12,056
164
$389K 0.12%
+9,596
165
$388K 0.12%
+20,628
166
$387K 0.12%
+5,736
167
$378K 0.12%
+18,600
168
$377K 0.12%
+1,600
169
$373K 0.12%
+2,036
170
$369K 0.12%
+2,599
171
$366K 0.12%
+3,410
172
$363K 0.12%
+3,725
173
$357K 0.11%
+23,950
174
$355K 0.11%
+21,622
175
$350K 0.11%
+5,568
5 6
7
8 9