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
$1.33B
AUM Growth
-$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$11.9M
3
+$8.56M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.01M
5
SSO icon
ProShares Ultra S&P500
SSO
+$5.68M

Top Sells

1
+$20.6M
2
+$14.5M
3
+$14.4M
4
NVDA icon
NVIDIA
NVDA
+$13.6M
5
AAPL icon
Apple
AAPL
+$13.3M

Sector Composition

1 Technology 17.97%
2 Industrials 5.57%
3 Financials 5.51%
4 Consumer Discretionary 4.47%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.63M 0.12%
4,465
+907
177
$1.63M 0.12%
9,142
+1,097
178
$1.6M 0.12%
78,685
-2,235
179
$1.59M 0.12%
7,578
+698
180
$1.59M 0.12%
7,881
-5,983
181
$1.59M 0.12%
23,152
+12,187
182
$1.57M 0.12%
7,421
-17,475
183
$1.56M 0.12%
3,684
+707
184
$1.54M 0.12%
16,690
+5,615
185
$1.54M 0.12%
29,889
+20,986
186
$1.54M 0.12%
+31,077
187
$1.54M 0.12%
313,094
+149,000
188
$1.54M 0.12%
+13,151
189
$1.53M 0.12%
14,981
-1,569
190
$1.53M 0.11%
17,132
+8,945
191
$1.52M 0.11%
30,737
+107
192
$1.51M 0.11%
19,942
+1,032
193
$1.5M 0.11%
5,443
-658
194
$1.49M 0.11%
6,056
-5,077
195
$1.48M 0.11%
5,849
-846
196
$1.48M 0.11%
18,964
+2,893
197
$1.47M 0.11%
+52,000
198
$1.46M 0.11%
27,906
+6,112
199
$1.46M 0.11%
+37,167
200
$1.46M 0.11%
59,488
+2,080
6 7
8
9 10