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
$1.33B
AUM Growth
-$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$11.9M
3
+$8.56M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.01M
5
SSO icon
ProShares Ultra S&P500
SSO
+$5.68M

Top Sells

1
+$20.6M
2
+$14.5M
3
+$14.4M
4
NVDA icon
NVIDIA
NVDA
+$13.6M
5
AAPL icon
Apple
AAPL
+$13.3M

Sector Composition

1 Technology 17.97%
2 Industrials 5.57%
3 Financials 5.51%
4 Consumer Discretionary 4.47%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.46M 0.11%
14,506
+5,321
202
$1.44M 0.11%
241,121
203
$1.43M 0.11%
14,525
+50
204
$1.4M 0.11%
5,015
-1,091
205
$1.4M 0.11%
31,221
+3,455
206
$1.39M 0.1%
30,844
-2,168
207
$1.39M 0.1%
+12,589
208
$1.38M 0.1%
19,698
-1,849
209
$1.36M 0.1%
23,721
-9,963
210
$1.36M 0.1%
18,913
+11,328
211
$1.36M 0.1%
14,855
-3,528
212
$1.35M 0.1%
14,591
-7,735
213
$1.33M 0.1%
13,300
+4,097
214
$1.33M 0.1%
7,947
-24,028
215
$1.32M 0.1%
13,368
-300
216
$1.32M 0.1%
6,215
-15,065
217
$1.31M 0.1%
2,794
-50
218
$1.31M 0.1%
12,232
+5,373
219
$1.3M 0.1%
55,038
+1,722
220
$1.3M 0.1%
4,400
+1,078
221
$1.29M 0.1%
18,414
-32,840
222
$1.27M 0.1%
23,787
+5,522
223
$1.27M 0.1%
22,095
-244
224
$1.26M 0.1%
395
+24
225
$1.26M 0.09%
9,556
+5,002
7 8
9
10 11