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
$585M
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.79M
3
+$4.67M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.3M
5
PLD icon
Prologis
PLD
+$4.11M

Top Sells

1
+$685M
2
+$240M
3
+$16.7M
4
UNH icon
UnitedHealth
UNH
+$13.4M
5
META icon
Meta Platforms (Facebook)
META
+$12M

Sector Composition

1 Technology 20.94%
2 Healthcare 11.29%
3 Industrials 9.48%
4 Consumer Discretionary 8.15%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$773K 0.13%
+17,682
177
$759K 0.13%
+9,865
178
$751K 0.13%
+2,017
179
$750K 0.13%
+1,808
180
$746K 0.13%
+27,211
181
$741K 0.13%
+2,157
182
$734K 0.13%
+45,904
183
$734K 0.13%
3,758
-2,325
184
$732K 0.13%
+3,202
185
$723K 0.12%
2,025
-35
186
$719K 0.12%
6,315
+2,901
187
$711K 0.12%
83,661
+2,181
188
$710K 0.12%
24,410
+394
189
$704K 0.12%
+14,143
190
$703K 0.12%
+9,524
191
$702K 0.12%
5,776
-5,010
192
$699K 0.12%
+20,780
193
$699K 0.12%
+8,219
194
$696K 0.12%
846
+465
195
$696K 0.12%
+41,862
196
$691K 0.12%
+3,911
197
$686K 0.12%
619
-32
198
$682K 0.12%
5,110
-82
199
$666K 0.11%
+20,213
200
$641K 0.11%
+11,210
6 7
8
9 10