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

Top Buys

1
+$5.71M
2
+$4.98M
3
+$4.76M
4
PLD icon
Prologis
PLD
+$4.48M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.48M

Top Sells

1
+$220M
2
+$120M
3
+$12.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.97M
5
AMZN icon
Amazon
AMZN
+$2.95M

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
$618K 0.11%
+4,439
202
$616K 0.11%
+6,288
203
$614K 0.11%
+26,077
204
$611K 0.1%
+13,329
205
$605K 0.1%
16,180
+2,101
206
$600K 0.1%
6,450
-4,050
207
$600K 0.1%
+20,467
208
$595K 0.1%
+13,305
209
$595K 0.1%
+3,819
210
$594K 0.1%
1,575
+337
211
$581K 0.1%
+5,664
212
$581K 0.1%
+18,606
213
$580K 0.1%
+10,192
214
$579K 0.1%
21,083
-53,508
215
$576K 0.1%
+30,536
216
$574K 0.1%
+2,760
217
$572K 0.1%
4,070
-16,519
218
$570K 0.1%
+15,077
219
$565K 0.1%
453
+148
220
$557K 0.1%
+6,794
221
$556K 0.1%
+20,856
222
$555K 0.09%
+24,832
223
$552K 0.09%
42,550
224
$552K 0.09%
16,800
225
$550K 0.09%
+24,721
7 8
9
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