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
$585M
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.79M
3
+$4.67M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.3M
5
PLD icon
Prologis
PLD
+$4.11M

Top Sells

1
+$685M
2
+$240M
3
+$16.7M
4
UNH icon
UnitedHealth
UNH
+$13.4M
5
META icon
Meta Platforms (Facebook)
META
+$12M

Sector Composition

1 Technology 20.94%
2 Healthcare 11.29%
3 Industrials 9.48%
4 Consumer Discretionary 8.15%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$629K 0.11%
+5,237
202
$623K 0.11%
+10,290
203
$618K 0.11%
+4,439
204
$616K 0.11%
+6,288
205
$614K 0.11%
+26,077
206
$611K 0.1%
+13,329
207
$605K 0.1%
16,180
+2,101
208
$600K 0.1%
6,450
-4,050
209
$600K 0.1%
+20,467
210
$595K 0.1%
+13,305
211
$595K 0.1%
+3,819
212
$594K 0.1%
1,575
+337
213
$581K 0.1%
+5,664
214
$581K 0.1%
+18,606
215
$580K 0.1%
+10,192
216
$579K 0.1%
21,083
-53,508
217
$576K 0.1%
+30,536
218
$574K 0.1%
+2,760
219
$572K 0.1%
4,070
-16,519
220
$570K 0.1%
+15,077
221
$565K 0.1%
453
+148
222
$557K 0.1%
+6,794
223
$556K 0.1%
+20,856
224
$555K 0.09%
+24,832
225
$552K 0.09%
42,550
7 8
9
10 11