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
$585M
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.79M
3
+$4.67M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.3M
5
PLD icon
Prologis
PLD
+$4.11M

Top Sells

1
+$685M
2
+$240M
3
+$16.7M
4
UNH icon
UnitedHealth
UNH
+$13.4M
5
META icon
Meta Platforms (Facebook)
META
+$12M

Sector Composition

1 Technology 20.94%
2 Healthcare 11.29%
3 Industrials 9.48%
4 Consumer Discretionary 8.15%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.5M 4.71%
31,877
-4,238
2
$21M 3.6%
84,414
-67,155
3
$16.2M 2.76%
38,160
-21,987
4
$15.8M 2.71%
182,710
+25,690
5
$11.9M 2.03%
12,586
-6,680
6
$11.7M 2%
29,527
+6,720
7
$10.2M 1.74%
30,016
-4,129
8
$9.55M 1.63%
551,077
-15,502
9
$7.98M 1.36%
60,497
+43,946
10
$7.41M 1.27%
16,813
+13,427
11
$7.37M 1.26%
3,285
-5,327
12
$7.33M 1.25%
1,650
-3,021
13
$6.46M 1.1%
3,875
-4,114
14
$5.67M 0.97%
4,417
-2,409
15
$5.41M 0.92%
14,352
-789
16
$5.32M 0.91%
12,397
+10,006
17
$5.15M 0.88%
58,401
+52,979
18
$4.97M 0.85%
6,289
-10,176
19
$4.94M 0.84%
79,501
+2,060
20
$4.93M 0.84%
12,005
-4,251
21
$4.84M 0.83%
8,566
-374
22
$4.63M 0.79%
10,683
-1,940
23
$4.56M 0.78%
3,907
+1,981
24
$4.52M 0.77%
28,442
-41
25
$4.36M 0.74%
21,166
-5,364
1
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