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
$1.11B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$11.8M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$10.3M
5
AVGO icon
Broadcom
AVGO
+$6.8M

Top Sells

1
+$2.3M
2
+$1.91M
3
+$1.31M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.17M
5
GE icon
GE Aerospace
GE
+$949K

Sector Composition

1 Technology 24.58%
2 Healthcare 7.65%
3 Financials 7.14%
4 Industrials 7.04%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$63.1M 5.69%
299,798
+48,692
2
$60.3M 5.43%
488,008
+158,798
3
$47.5M 4.28%
106,304
+23,312
4
$32.4M 2.92%
59,619
+21,672
5
$27M 2.43%
139,800
+29,189
6
$16.8M 1.52%
33,357
+5,022
7
$15.7M 1.42%
326,877
-1,039
8
$14.1M 1.27%
76,782
+6,706
9
$14M 1.26%
29,271
+7,158
10
$13.9M 1.26%
76,575
+14,117
11
$13.5M 1.22%
84,360
+42,380
12
$12.5M 1.13%
13,799
+4,778
13
$11M 0.99%
20,162
+2,616
14
$9.18M 0.83%
45,401
+10,875
15
$8.18M 0.74%
41,361
+5,265
16
$8.18M 0.74%
20,100
+3,695
17
$7.69M 0.69%
15,102
+646
18
$7.49M 0.67%
105,757
+32,478
19
$7.22M 0.65%
27,525
+1,942
20
$6.83M 0.62%
8,040
+2,328
21
$6.77M 0.61%
49,170
+5,840
22
$6.68M 0.6%
9,898
+1,759
23
$6.57M 0.59%
19,718
+6,265
24
$6.55M 0.59%
16,752
+8,614
25
$6.33M 0.57%
32,546
+10,270
1
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