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

Top Buys

1
+$5.91M
2
+$5.79M
3
+$4.67M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.3M
5
PLD icon
Prologis
PLD
+$4.11M

Top Sells

1
+$685M
2
+$240M
3
+$16.7M
4
UNH icon
UnitedHealth
UNH
+$13.4M
5
META icon
Meta Platforms (Facebook)
META
+$12M

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
$916K 0.16%
15,711
+6,036
152
$911K 0.16%
2,720
+100
153
$907K 0.16%
+2,828
154
$900K 0.15%
+5,510
155
$897K 0.15%
+2,597
156
$891K 0.15%
23,118
157
$882K 0.15%
+17,099
158
$881K 0.15%
1,327
-278
159
$880K 0.15%
+12,376
160
$874K 0.15%
+2,908
161
$861K 0.15%
4,814
-2,060
162
$858K 0.15%
+13,415
163
$844K 0.14%
+15,099
164
$832K 0.14%
11,107
+7,760
165
$829K 0.14%
+1,495
166
$827K 0.14%
+22,169
167
$826K 0.14%
+9,663
168
$821K 0.14%
7,428
-1,035
169
$819K 0.14%
+9,035
170
$817K 0.14%
+45,898
171
$815K 0.14%
+90,152
172
$805K 0.14%
+6,650
173
$803K 0.14%
+22,514
174
$795K 0.14%
10,540
+291
175
$785K 0.13%
+1,454
5 6
7
8 9