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

Top Buys

1
+$34.8M
2
+$22.6M
3
+$20.6M
4
AMZN icon
Amazon
AMZN
+$13.5M
5
NVDA icon
NVIDIA
NVDA
+$9.56M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.07M
4
GE icon
GE Aerospace
GE
+$1.02M
5
NVO icon
Novo Nordisk
NVO
+$917K

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
$941K 0.11%
43,698
+32,995
202
$930K 0.11%
5,521
+3,970
203
$922K 0.1%
25,661
+5,448
204
$922K 0.1%
9,192
+6,992
205
$921K 0.1%
24,501
+12,929
206
$919K 0.1%
+17,642
207
$910K 0.1%
6,839
+1,602
208
$902K 0.1%
+8,150
209
$899K 0.1%
+43,005
210
$899K 0.1%
+9,281
211
$897K 0.1%
6,619
+1,509
212
$894K 0.1%
7,356
+4,461
213
$891K 0.1%
12,684
+7,636
214
$884K 0.1%
14,806
+10,603
215
$874K 0.1%
13,415
216
$865K 0.1%
22,590
+76
217
$860K 0.1%
26,984
+2,574
218
$859K 0.1%
6,299
+567
219
$858K 0.1%
+9,800
220
$855K 0.1%
14,184
-9,765
221
$853K 0.1%
13,117
+6,029
222
$851K 0.1%
+15,821
223
$850K 0.1%
14,440
+5,192
224
$850K 0.1%
+28,888
225
$844K 0.1%
+5,264
7 8
9
10 11