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
$1.4B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.7M
3
+$8.73M
4
AAPL icon
Apple
AAPL
+$8.6M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$7.99M

Top Sells

1
+$12.9M
2
+$6.09M
3
+$5.3M
4
NVDA icon
NVIDIA
NVDA
+$3.8M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.06M

Sector Composition

1 Technology 21.23%
2 Healthcare 7.26%
3 Industrials 6.78%
4 Financials 6.78%
5 Consumer Discretionary 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.89M 0.13%
6,695
+3,193
177
$1.88M 0.13%
44,987
+1,428
178
$1.87M 0.13%
17,784
+1,962
179
$1.87M 0.13%
22,326
+420
180
$1.83M 0.13%
20,115
-2,689
181
$1.81M 0.13%
34,224
-1,284
182
$1.79M 0.13%
18,383
+8,711
183
$1.77M 0.13%
+8,354
184
$1.76M 0.13%
16,816
-80
185
$1.76M 0.13%
14,966
+10,758
186
$1.74M 0.12%
14,689
+388
187
$1.72M 0.12%
9,907
+498
188
$1.72M 0.12%
6,766
+1,027
189
$1.71M 0.12%
4,953
+251
190
$1.71M 0.12%
72,950
+4,930
191
$1.71M 0.12%
15,711
+7,282
192
$1.7M 0.12%
3,355
-195
193
$1.69M 0.12%
16,550
-564
194
$1.69M 0.12%
+60,126
195
$1.69M 0.12%
3,544
-79
196
$1.68M 0.12%
21,547
+8,200
197
$1.68M 0.12%
18,910
+2,374
198
$1.67M 0.12%
17,278
+2,128
199
$1.66M 0.12%
22,054
-2,500
200
$1.65M 0.12%
42,103
+8,831
6 7
8
9 10