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
$585M
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$4.98M
3
+$4.76M
4
PLD icon
Prologis
PLD
+$4.48M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.48M

Top Sells

1
+$220M
2
+$120M
3
+$12.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.97M
5
AMZN icon
Amazon
AMZN
+$2.95M

Sector Composition

1 Technology 20.94%
2 Healthcare 11.29%
3 Industrials 9.48%
4 Consumer Discretionary 8.15%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$907K 0.16%
+2,828
152
$900K 0.15%
+5,510
153
$897K 0.15%
+2,597
154
$891K 0.15%
23,118
155
$882K 0.15%
+17,099
156
$881K 0.15%
1,327
-278
157
$880K 0.15%
+12,376
158
$874K 0.15%
+2,908
159
$861K 0.15%
4,814
-2,060
160
$858K 0.15%
+13,415
161
$844K 0.14%
+15,099
162
$832K 0.14%
11,107
+7,760
163
$829K 0.14%
+1,495
164
$827K 0.14%
+22,169
165
$826K 0.14%
+9,663
166
$821K 0.14%
7,428
-1,035
167
$819K 0.14%
+18,070
168
$817K 0.14%
+45,898
169
$815K 0.14%
+90,152
170
$805K 0.14%
+6,650
171
$803K 0.14%
+22,514
172
$795K 0.14%
10,540
+291
173
$785K 0.13%
+1,454
174
$773K 0.13%
+17,682
175
$759K 0.13%
+9,865
5 6
7
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