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
$882M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$23.8M
3
+$22M
4
AMZN icon
Amazon
AMZN
+$14.6M
5
NVDA icon
NVIDIA
NVDA
+$10.2M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.18M
4
GE icon
GE Aerospace
GE
+$1.13M
5
NVO icon
Novo Nordisk
NVO
+$959K

Sector Composition

1 Technology 20.9%
2 Industrials 8.18%
3 Healthcare 8.1%
4 Financials 7.87%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.11M 0.13%
13,960
+1,584
177
$1.11M 0.13%
4,087
+110
178
$1.09M 0.12%
4,579
-2,490
179
$1.09M 0.12%
5,729
+219
180
$1.08M 0.12%
+67,390
181
$1.08M 0.12%
13,054
+9,376
182
$1.07M 0.12%
+20,408
183
$1.07M 0.12%
30,819
+16,699
184
$1.06M 0.12%
+30,716
185
$1.05M 0.12%
1,863
+49
186
$1.04M 0.12%
+50,562
187
$1.04M 0.12%
11,190
-1,091
188
$1.04M 0.12%
24,480
+2,311
189
$1.03M 0.12%
9,259
+5,011
190
$1.03M 0.12%
+4,412
191
$1.02M 0.12%
+16,567
192
$1.02M 0.12%
5,981
+3,880
193
$1.01M 0.11%
3,000
+172
194
$1.01M 0.11%
10,541
+4,798
195
$999K 0.11%
4,977
+1,066
196
$994K 0.11%
11,712
+6,783
197
$992K 0.11%
53,484
+11,622
198
$991K 0.11%
6,722
-7,976
199
$990K 0.11%
12,984
-1,040
200
$978K 0.11%
2,167
+10
6 7
8
9 10