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
$882M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$23.8M
3
+$22M
4
AMZN icon
Amazon
AMZN
+$14.6M
5
NVDA icon
NVIDIA
NVDA
+$10.2M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$1.18M
4
GE icon
GE Aerospace
GE
+$1.13M
5
NVO icon
Novo Nordisk
NVO
+$959K

Sector Composition

1 Technology 20.9%
2 Industrials 8.18%
3 Healthcare 8.1%
4 Financials 7.87%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.5M 5.95%
272,744
+188,330
2
$35.8M 4.06%
95,249
+63,372
3
$28M 3.17%
58,862
+46,276
4
$20.4M 2.31%
134,397
+96,237
5
$19.3M 2.18%
388,960
+206,250
6
$18.1M 2.06%
580,035
+28,958
7
$12.9M 1.47%
52,021
+22,494
8
$12.4M 1.4%
30,166
+13,353
9
$11.3M 1.28%
80,008
+19,511
10
$9.92M 1.12%
28,025
+24,740
11
$9.81M 1.11%
70,199
+40,183
12
$8.28M 0.94%
15,730
+14,080
13
$7.81M 0.88%
16,346
+3,949
14
$7.11M 0.81%
41,817
+29,812
15
$6.93M 0.79%
26,627
+22,752
16
$6.55M 0.74%
18,367
+13,950
17
$6.42M 0.73%
14,158
+6,841
18
$6.31M 0.71%
16,736
+14,016
19
$6.2M 0.7%
32,424
+27,030
20
$6.02M 0.68%
99,157
+19,656
21
$5.98M 0.68%
53,550
+25,440
22
$5.78M 0.66%
22,174
+9,993
23
$5.75M 0.65%
9,872
+5,965
24
$5.57M 0.63%
11,448
+9,286
25
$5.51M 0.62%
18,645
+4,293
1
2 3 4 5