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
$1.11B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$11.8M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$10.3M
5
AVGO icon
Broadcom
AVGO
+$6.8M

Top Sells

1
+$2.3M
2
+$1.91M
3
+$1.31M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.17M
5
GE icon
GE Aerospace
GE
+$949K

Sector Composition

1 Technology 24.58%
2 Healthcare 7.65%
3 Financials 7.14%
4 Industrials 7.04%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.19M 0.11%
3,568
-51
202
$1.19M 0.11%
25,579
-9,861
203
$1.19M 0.11%
20,076
-4,470
204
$1.17M 0.11%
3,847
+1,021
205
$1.17M 0.11%
7,444
+908
206
$1.14M 0.1%
9,821
-55
207
$1.14M 0.1%
23,403
-669
208
$1.13M 0.1%
9,660
+4,811
209
$1.13M 0.1%
14,348
+2,414
210
$1.12M 0.1%
5,496
+119
211
$1.11M 0.1%
23,237
+13,133
212
$1.1M 0.1%
+42,456
213
$1.1M 0.1%
4,070
+109
214
$1.1M 0.1%
5,402
+236
215
$1.1M 0.1%
8,273
+3,900
216
$1.09M 0.1%
9,170
-215
217
$1.08M 0.1%
19,853
+6,198
218
$1.08M 0.1%
4,895
+780
219
$1.07M 0.1%
40,297
+7,992
220
$1.06M 0.1%
28,693
-586
221
$1.06M 0.1%
4,443
-118
222
$1.06M 0.1%
+50,195
223
$1.05M 0.09%
13,843
+2,428
224
$1.04M 0.09%
27,730
+18,346
225
$1.03M 0.09%
15,061
-2,370
7 8
9
10 11