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
$1.4B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.7M
3
+$8.73M
4
AAPL icon
Apple
AAPL
+$8.6M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$7.99M

Top Sells

1
+$12.9M
2
+$6.09M
3
+$5.3M
4
NVDA icon
NVIDIA
NVDA
+$3.8M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.06M

Sector Composition

1 Technology 21.23%
2 Healthcare 7.26%
3 Industrials 6.78%
4 Financials 6.78%
5 Consumer Discretionary 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.16M 0.15%
63,090
+54,722
152
$2.12M 0.15%
33,684
+28,900
153
$2.12M 0.15%
16,554
+7,384
154
$2.11M 0.15%
6,101
+2,421
155
$2.1M 0.15%
+45,124
156
$2.09M 0.15%
9,453
+4,051
157
$2.08M 0.15%
25,228
-499
158
$2.08M 0.15%
41,032
-6,486
159
$2.07M 0.15%
33,043
+12,967
160
$2.05M 0.15%
136,984
+344
161
$2.05M 0.15%
5,343
+2,125
162
$2.03M 0.15%
7,502
-64
163
$2.03M 0.14%
73,374
+30,918
164
$2.02M 0.14%
4,348
-59
165
$2.02M 0.14%
48,350
+2,625
166
$1.99M 0.14%
20,733
+3,395
167
$1.99M 0.14%
8,651
+906
168
$1.98M 0.14%
4,871
+2,062
169
$1.98M 0.14%
8,024
+1,613
170
$1.97M 0.14%
+16,835
171
$1.95M 0.14%
7,844
-310
172
$1.93M 0.14%
30,894
+5,991
173
$1.92M 0.14%
21,000
174
$1.92M 0.14%
24,975
+13,755
175
$1.89M 0.13%
32,835
-9,716
5 6
7
8 9