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
$1.4B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.7M
3
+$8.73M
4
AAPL icon
Apple
AAPL
+$8.6M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$7.99M

Top Sells

1
+$12.9M
2
+$6.09M
3
+$5.3M
4
NVDA icon
NVIDIA
NVDA
+$3.8M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.06M

Sector Composition

1 Technology 21.23%
2 Healthcare 7.26%
3 Industrials 6.78%
4 Financials 6.78%
5 Consumer Discretionary 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.64M 0.12%
6,880
+289
202
$1.63M 0.12%
+6,106
203
$1.63M 0.12%
69,316
+37,358
204
$1.63M 0.12%
4,602
+2,679
205
$1.62M 0.12%
73,239
+15,114
206
$1.62M 0.12%
+80,920
207
$1.6M 0.11%
+241,121
208
$1.59M 0.11%
23,581
+1,900
209
$1.58M 0.11%
30,630
+7,185
210
$1.57M 0.11%
27,219
+7,366
211
$1.56M 0.11%
33,012
+11,748
212
$1.55M 0.11%
10,361
+8
213
$1.53M 0.11%
18,844
+13,291
214
$1.53M 0.11%
13,668
-100
215
$1.52M 0.11%
4,696
+43
216
$1.52M 0.11%
4,114
+1,951
217
$1.51M 0.11%
93,752
+30,431
218
$1.5M 0.11%
2,844
+2,357
219
$1.5M 0.11%
14,037
-11,006
220
$1.5M 0.11%
20,310
+1,150
221
$1.49M 0.11%
14,258
+3,743
222
$1.48M 0.11%
14,267
+186
223
$1.47M 0.1%
30,927
+24,649
224
$1.47M 0.1%
15,311
+4,836
225
$1.45M 0.1%
12,136
+1
7 8
9
10 11