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

Top Buys

1
+$34.8M
2
+$22.6M
3
+$20.6M
4
AMZN icon
Amazon
AMZN
+$13.5M
5
NVDA icon
NVIDIA
NVDA
+$9.56M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.07M
4
GE icon
GE Aerospace
GE
+$1.02M
5
NVO icon
Novo Nordisk
NVO
+$917K

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
$1.32M 0.15%
12,556
+7,841
152
$1.32M 0.15%
+6,901
153
$1.31M 0.15%
5,415
+3,849
154
$1.31M 0.15%
+18,065
155
$1.31M 0.15%
+11,147
156
$1.29M 0.15%
50,895
+10,419
157
$1.29M 0.15%
6,461
-2,084
158
$1.29M 0.15%
1,467
+621
159
$1.28M 0.15%
8,140
+4,321
160
$1.27M 0.14%
5,636
+983
161
$1.27M 0.14%
9,460
+2,810
162
$1.27M 0.14%
20,120
+3,320
163
$1.26M 0.14%
26,293
+8,611
164
$1.26M 0.14%
+59,046
165
$1.26M 0.14%
12,213
+5,763
166
$1.22M 0.14%
4,083
+1,411
167
$1.19M 0.14%
23,093
-25
168
$1.19M 0.13%
9,369
+6,406
169
$1.18M 0.13%
2,446
+638
170
$1.14M 0.13%
2,851
+1,276
171
$1.14M 0.13%
+15,447
172
$1.12M 0.13%
9,323
+130
173
$1.12M 0.13%
9,931
-659
174
$1.11M 0.13%
13,960
+1,584
175
$1.11M 0.13%
4,087
+110
5 6
7
8 9