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
$314M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$12.3M
3
+$9.82M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.54M
5
AMZN icon
Amazon
AMZN
+$7.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.87%
2 Industrials 12.24%
3 Healthcare 8.9%
4 Financials 7.09%
5 Consumer Discretionary 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$350K 0.11%
+2,450
177
$347K 0.11%
+21,762
178
$347K 0.11%
+1,409
179
$343K 0.11%
+13,768
180
$340K 0.11%
+1,400
181
$338K 0.11%
+3,841
182
$334K 0.11%
+5,592
183
$332K 0.11%
+17,624
184
$325K 0.1%
+20,433
185
$324K 0.1%
+3,254
186
$324K 0.1%
+4,612
187
$315K 0.1%
+1,541
188
$315K 0.1%
+10,955
189
$314K 0.1%
+3,432
190
$313K 0.1%
+6,120
191
$312K 0.1%
+3,085
192
$312K 0.1%
+2,438
193
$310K 0.1%
+4,936
194
$305K 0.1%
+3,750
195
$300K 0.1%
+6,590
196
$297K 0.09%
+4,967
197
$297K 0.09%
+17,600
198
$295K 0.09%
+3,735
199
$293K 0.09%
+1,574
200
$291K 0.09%
+13,930
6 7
8
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