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
$882M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$23.8M
3
+$22M
4
AMZN icon
Amazon
AMZN
+$14.6M
5
NVDA icon
NVIDIA
NVDA
+$10.2M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.18M
4
GE icon
GE Aerospace
GE
+$1.13M
5
NVO icon
Novo Nordisk
NVO
+$959K

Sector Composition

1 Technology 20.9%
2 Industrials 8.18%
3 Healthcare 8.1%
4 Financials 7.87%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.35M 0.15%
15,802
+10,096
152
$1.33M 0.15%
3,804
+2,477
153
$1.32M 0.15%
12,556
+7,841
154
$1.32M 0.15%
+6,901
155
$1.31M 0.15%
5,415
+3,849
156
$1.31M 0.15%
+18,065
157
$1.31M 0.15%
+11,147
158
$1.29M 0.15%
50,895
+10,419
159
$1.29M 0.15%
6,461
-2,084
160
$1.29M 0.15%
1,467
+621
161
$1.28M 0.15%
8,140
+4,321
162
$1.27M 0.14%
5,636
+983
163
$1.27M 0.14%
9,460
+2,810
164
$1.27M 0.14%
20,120
+3,320
165
$1.26M 0.14%
26,293
+8,611
166
$1.26M 0.14%
+59,046
167
$1.26M 0.14%
12,213
+5,763
168
$1.22M 0.14%
4,083
+1,411
169
$1.19M 0.14%
23,093
-25
170
$1.19M 0.13%
9,369
+6,406
171
$1.18M 0.13%
2,446
+638
172
$1.14M 0.13%
2,851
+1,276
173
$1.14M 0.13%
+15,447
174
$1.12M 0.13%
9,323
+130
175
$1.12M 0.13%
9,931
-659
5 6
7
8 9