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
$882M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$23.8M
3
+$22M
4
AMZN icon
Amazon
AMZN
+$14.6M
5
NVDA icon
NVIDIA
NVDA
+$10.2M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.18M
4
GE icon
GE Aerospace
GE
+$1.13M
5
NVO icon
Novo Nordisk
NVO
+$959K

Sector Composition

1 Technology 20.9%
2 Industrials 8.18%
3 Healthcare 8.1%
4 Financials 7.87%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$961K 0.11%
+15,721
202
$943K 0.11%
3,938
+736
203
$941K 0.11%
43,698
+32,995
204
$930K 0.11%
5,521
+3,970
205
$922K 0.1%
25,661
+5,448
206
$922K 0.1%
9,192
+6,992
207
$921K 0.1%
24,501
+12,929
208
$919K 0.1%
+17,642
209
$910K 0.1%
6,839
+1,602
210
$902K 0.1%
+8,150
211
$899K 0.1%
+43,005
212
$899K 0.1%
+9,281
213
$897K 0.1%
6,619
+1,509
214
$894K 0.1%
7,356
+4,461
215
$891K 0.1%
12,684
+7,636
216
$884K 0.1%
14,806
+10,603
217
$874K 0.1%
13,415
218
$865K 0.1%
22,590
+76
219
$860K 0.1%
26,984
+2,574
220
$859K 0.1%
6,299
+567
221
$858K 0.1%
+9,800
222
$855K 0.1%
14,184
-9,765
223
$853K 0.1%
13,117
+6,029
224
$851K 0.1%
+15,821
225
$850K 0.1%
14,440
+5,192
7 8
9
10 11