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
$1.11B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$11.8M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$10.3M
5
AVGO icon
Broadcom
AVGO
+$6.8M

Top Sells

1
+$2.3M
2
+$1.91M
3
+$1.31M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.17M
5
GE icon
GE Aerospace
GE
+$949K

Sector Composition

1 Technology 24.58%
2 Healthcare 7.65%
3 Financials 7.14%
4 Industrials 7.04%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.39M 0.13%
21,681
+3,239
177
$1.38M 0.12%
4,702
-348
178
$1.37M 0.12%
13,521
+3,564
179
$1.37M 0.12%
12,135
180
$1.37M 0.12%
14,081
+496
181
$1.34M 0.12%
5,273
-1,028
182
$1.34M 0.12%
57,685
-1,782
183
$1.33M 0.12%
5,154
+24
184
$1.32M 0.12%
66,561
+1,845
185
$1.31M 0.12%
7,695
+4,551
186
$1.31M 0.12%
15,150
+2,683
187
$1.29M 0.12%
3,796
-934
188
$1.29M 0.12%
4,653
+660
189
$1.28M 0.11%
21,101
+4,746
190
$1.27M 0.11%
56,952
+2,982
191
$1.25M 0.11%
19,160
+1,368
192
$1.25M 0.11%
12,224
+4,080
193
$1.25M 0.11%
16,536
+1,754
194
$1.24M 0.11%
13,450
+696
195
$1.23M 0.11%
3,998
-248
196
$1.22M 0.11%
58,125
-1,782
197
$1.22M 0.11%
3,680
+1,651
198
$1.2M 0.11%
3,218
+285
199
$1.19M 0.11%
5,739
+303
200
$1.19M 0.11%
13,299
+8,434
6 7
8
9 10