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

Top Buys

1
+$210M
2
+$110M
3
+$26.4M
4
MSFT icon
Microsoft
MSFT
+$11.3M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.09M

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
$347K 0.11%
+1,409
177
$343K 0.11%
+13,768
178
$340K 0.11%
+1,400
179
$338K 0.11%
+3,841
180
$334K 0.11%
+5,592
181
$332K 0.11%
+17,624
182
$325K 0.1%
+20,433
183
$324K 0.1%
+3,254
184
$324K 0.1%
+4,612
185
$315K 0.1%
+1,541
186
$315K 0.1%
+10,955
187
$314K 0.1%
+3,432
188
$313K 0.1%
+6,120
189
$312K 0.1%
+3,085
190
$312K 0.1%
+2,438
191
$310K 0.1%
+4,936
192
$305K 0.1%
+3,750
193
$300K 0.1%
+6,590
194
$297K 0.09%
+4,967
195
$297K 0.09%
+17,600
196
$295K 0.09%
+3,735
197
$293K 0.09%
+1,574
198
$291K 0.09%
+13,930
199
$284K 0.09%
+3,414
200
$280K 0.09%
+21,411
6 7
8
9 10