KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.62B
AUM
$2.62B
AUM Growth
+$1.29B
Cap. Flow
+$1.37B
Cap. Flow %
52.27%
Top 10 Hldgs %
47.62%
Holding
869
New
74
Increased
417
Reduced
239
Closed
103

Top Buys

1
$498M
2
$117M
3
$96.4M
4
$95M
5
$56.2M

Top Sells

1
$5.66M
2
$5.31M
3
$4.76M
4
$4.36M
5
$3.24M

Sector Composition

1Technology35.91%
2Consumer Discretionary5.59%
3Communication Services5.59%
4Financials4.58%
5Industrials3.65%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.77M0.07%89,880
+41,840
+87%
+$823K
$1.76M0.07%35,671
+4,934
+16%
+$243K
$1.74M0.07%313,094 ––
$1.73M0.07%13,079
+10,311
+373%
+$1.37M
$1.72M0.07%4,496
+165
+4%
+$63.3K
$1.72M0.07%11,132
+7,449
+202%
+$1.15M
$1.72M0.07%5,222
-221
-4%
-$72.7K
$1.71M0.07%31,199
-7,745
-20%
-$424K
$1.7M0.07%29,518
+7,423
+34%
+$429K
$1.7M0.06%9,930
+788
+9%
+$135K
$1.69M0.06%83,220
-1,680
-2%
-$34.1K
$1.69M0.06%8,734
-2,181
-20%
-$421K
$1.67M0.06%36,336
+5,492
+18%
+$253K
$1.65M0.06%40,161
+14,560
+57%
+$598K
$1.62M0.06%11,175
+5,321
+91%
+$774K
$1.62M0.06%75,253
-25,782
-26%
-$555K
$1.62M0.06%36,428 New
+$1.62M
$1.62M0.06%19,753
+7,046
+55%
+$577K
$1.61M0.06%22,732
+11,492
+102%
+$813K
$1.6M0.06%24,356
+458
+2%
+$30.1K
$1.59M0.06%50,824
-5,674
-10%
-$178K
$1.59M0.06%50,075 New
+$1.59M
$1.58M0.06%17,431
+299
+2%
+$27.1K
$1.57M0.06%13,151 ––
$1.56M0.06%45,565
-7,358
-14%
-$252K
1 789101135