KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$210M
2
+$110M
3
+$26.4M
4
MSFT icon
Microsoft
MSFT
+$11.3M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.87%
2 Industrials 12.24%
3 Healthcare 8.9%
4 Financials 7.09%
5 Consumer Discretionary 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$279K 0.09%
+2,294
202
$278K 0.09%
+734
203
$275K 0.09%
+18,653
204
$274K 0.09%
+381
205
$273K 0.09%
+2,618
206
$273K 0.09%
+1,073
207
$271K 0.09%
+21,783
208
$268K 0.09%
+4,200
209
$267K 0.09%
+30,535
210
$265K 0.08%
+651
211
$264K 0.08%
+2,875
212
$260K 0.08%
+2,060
213
$258K 0.08%
+3,347
214
$257K 0.08%
+3,597
215
$257K 0.08%
+625
216
$247K 0.08%
+21,700
217
$244K 0.08%
+2,562
218
$243K 0.08%
+7,024
219
$242K 0.08%
+6,863
220
$242K 0.08%
+8,100
221
$237K 0.08%
+10,500
222
$236K 0.08%
+3,830
223
$233K 0.07%
+3,370
224
$233K 0.07%
+5,624
225
$233K 0.07%
+10,303
7 8
9
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