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
$314M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$12.3M
3
+$9.82M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.54M
5
AMZN icon
Amazon
AMZN
+$7.84M

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
$284K 0.09%
+3,414
202
$280K 0.09%
+21,411
203
$279K 0.09%
+2,294
204
$278K 0.09%
+734
205
$275K 0.09%
+18,653
206
$274K 0.09%
+381
207
$273K 0.09%
+2,618
208
$273K 0.09%
+1,073
209
$271K 0.09%
+21,783
210
$268K 0.09%
+4,200
211
$267K 0.09%
+30,535
212
$265K 0.08%
+651
213
$264K 0.08%
+2,875
214
$260K 0.08%
+2,060
215
$258K 0.08%
+3,347
216
$257K 0.08%
+3,597
217
$257K 0.08%
+625
218
$247K 0.08%
+21,700
219
$244K 0.08%
+2,562
220
$243K 0.08%
+7,024
221
$242K 0.08%
+6,863
222
$242K 0.08%
+8,100
223
$237K 0.08%
+10,500
224
$236K 0.08%
+3,830
225
$233K 0.07%
+3,370
7 8
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