KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.62B
AUM
$2.62B
AUM Growth
+$1.29B
Cap. Flow
+$1.37B
Cap. Flow %
52.27%
Top 10 Hldgs %
47.62%
Holding
869
New
74
Increased
417
Reduced
239
Closed
103

Top Buys

1
$498M
2
$117M
3
$96.4M
4
$95M
5
$56.2M

Top Sells

1
$5.66M
2
$5.31M
3
$4.76M
4
$4.36M
5
$3.24M

Sector Composition

1Technology35.91%
2Consumer Discretionary5.59%
3Communication Services5.59%
4Financials4.58%
5Industrials3.65%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.13M0.08%63,915
+449
+0.7%
+$15K
$2.08M0.08%79,477
+1,337
+2%
+$35K
$2.07M0.08%25,593
-1,758
-6%
-$142K
$2.06M0.08%8,833
+2,777
+46%
+$649K
$2.06M0.08%40,463
-24,715
-38%
-$1.26M
$2.06M0.08%290,094
+198,482
+217%
+$1.41M
$2.06M0.08%39,204
+9,315
+31%
+$489K
$2.06M0.08%102,695
+5,500
+6%
+$110K
$2.04M0.08%72,346
+2,208
+3%
+$62.2K
$2.03M0.08%42,669
+1,412
+3%
+$67.2K
$2.03M0.08%32,826
-242
-0.7%
-$14.9K
$2.03M0.08%26,689
+2,549
+11%
+$193K
$2M0.08%25,560
-88
-0.3%
-$6.9K
$2M0.08%65,800
+36,600
+125%
+$1.11M
$1.98M0.08%33,594
+5,688
+20%
+$335K
$1.96M0.07%6,310
+3,828
+154%
+$1.19M
$1.95M0.07%6,192
+3,452
+126%
+$1.09M
$1.95M0.07%38,489
-50,081
-57%
-$2.54M
$1.86M0.07%35,847
+15,791
+79%
+$821K
$1.85M0.07%485
+90
+23%
+$343K
$1.84M0.07%168,007 New
+$1.84M
$1.84M0.07%12,739
+5,434
+74%
+$783K
$1.82M0.07%28,201
+2,515
+10%
+$162K
$1.8M0.07%34,480
+14,186
+70%
+$742K
$1.79M0.07%28,458
+10,925
+62%
+$686K
1 67891035