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

Top Buys

1
+$5.71M
2
+$4.98M
3
+$4.76M
4
PLD icon
Prologis
PLD
+$4.48M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.48M

Top Sells

1
+$220M
2
+$120M
3
+$12.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.97M
5
AMZN icon
Amazon
AMZN
+$2.95M

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
$751K 0.13%
+2,017
177
$750K 0.13%
+1,808
178
$746K 0.13%
+27,211
179
$741K 0.13%
+2,157
180
$734K 0.13%
+45,904
181
$734K 0.13%
3,758
-2,325
182
$732K 0.13%
+3,202
183
$723K 0.12%
2,025
-35
184
$719K 0.12%
6,315
+2,901
185
$711K 0.12%
83,661
+2,181
186
$710K 0.12%
24,410
+394
187
$704K 0.12%
+14,143
188
$703K 0.12%
+9,524
189
$702K 0.12%
5,776
-5,010
190
$699K 0.12%
+20,780
191
$699K 0.12%
+8,219
192
$696K 0.12%
846
+465
193
$696K 0.12%
+41,862
194
$691K 0.12%
+3,911
195
$686K 0.12%
619
-32
196
$682K 0.12%
5,110
-82
197
$666K 0.11%
+20,213
198
$641K 0.11%
+11,210
199
$629K 0.11%
+5,237
200
$623K 0.11%
+10,290
6 7
8
9 10