KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $1.27B
1-Year Est. Return 23.75%
This Quarter Est. Return
1 Year Est. Return
+23.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$12.3M
3
+$9.82M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.54M
5
AMZN icon
Amazon
AMZN
+$7.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.87%
2 Industrials 12.24%
3 Healthcare 8.9%
4 Financials 7.09%
5 Consumer Discretionary 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.4M 9.37%
+151,569
2
$12.3M 3.92%
+36,115
3
$9.82M 3.13%
+566,579
4
$8.54M 2.72%
+19,266
5
$7.84M 2.5%
+60,147
6
$6.64M 2.12%
+157,020
7
$5.97M 1.9%
+22,807
8
$5.75M 1.83%
+77,441
9
$5.13M 1.63%
+28,483
10
$4.81M 1.53%
+271,772
11
$4.09M 1.3%
+34,145
12
$4.03M 1.29%
+19,106
13
$3.97M 1.27%
+8,940
14
$3.94M 1.26%
+10,100
15
$3.85M 1.23%
+12,867
16
$3.73M 1.19%
+15,141
17
$3.72M 1.19%
+8,088
18
$3.32M 1.06%
+7,427
19
$3.29M 1.05%
+15,832
20
$3.26M 1.04%
+43,408
21
$3.06M 0.98%
+26,530
22
$3.06M 0.98%
+40,225
23
$3.01M 0.96%
+30,685
24
$2.97M 0.95%
+20,589
25
$2.59M 0.83%
+5
1
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