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
$1.11B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$11.8M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$10.3M
5
AVGO icon
Broadcom
AVGO
+$6.8M

Top Sells

1
+$2.3M
2
+$1.91M
3
+$1.31M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.17M
5
GE icon
GE Aerospace
GE
+$949K

Sector Composition

1 Technology 24.58%
2 Healthcare 7.65%
3 Financials 7.14%
4 Industrials 7.04%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.54M 0.14%
68,020
-1,758
152
$1.51M 0.14%
31,033
+25,223
153
$1.5M 0.14%
21,906
+10,412
154
$1.49M 0.13%
13,978
+6,242
155
$1.49M 0.13%
13,768
+5,518
156
$1.48M 0.13%
7,628
+2,423
157
$1.48M 0.13%
57,159
+7,026
158
$1.48M 0.13%
6,591
+1,996
159
$1.48M 0.13%
3,862
+1,832
160
$1.48M 0.13%
23,445
-1,755
161
$1.47M 0.13%
14,355
+5,422
162
$1.46M 0.13%
2,540
+181
163
$1.46M 0.13%
9,830
-804
164
$1.45M 0.13%
+8,474
165
$1.45M 0.13%
6,411
+126
166
$1.45M 0.13%
5,668
+17
167
$1.44M 0.13%
25,051
+6,267
168
$1.44M 0.13%
5,931
+1,753
169
$1.43M 0.13%
10,353
-2,517
170
$1.43M 0.13%
7,257
+1,849
171
$1.43M 0.13%
16,316
+8,660
172
$1.4M 0.13%
13,145
-39
173
$1.4M 0.13%
48,329
+14,410
174
$1.4M 0.13%
14,301
+1,926
175
$1.39M 0.13%
81,192
+7,863
5 6
7
8 9