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
$1.4B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.7M
3
+$8.73M
4
AAPL icon
Apple
AAPL
+$8.6M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$7.99M

Top Sells

1
+$12.9M
2
+$6.09M
3
+$5.3M
4
NVDA icon
NVIDIA
NVDA
+$3.8M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.06M

Sector Composition

1 Technology 21.23%
2 Healthcare 7.26%
3 Industrials 6.78%
4 Financials 6.78%
5 Consumer Discretionary 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$78.2M 5.57%
336,881
+37,083
2
$55.5M 3.96%
456,730
-31,278
3
$52M 3.71%
120,980
+14,676
4
$31.5M 2.25%
169,205
+29,405
5
$21.2M 1.52%
37,076
-22,543
6
$19.8M 1.41%
40,575
+11,304
7
$18.6M 1.33%
32,519
-838
8
$15.7M 1.12%
93,836
+17,054
9
$15M 1.07%
296,762
-30,115
10
$14.4M 1.03%
+108,071
11
$14.2M 1.01%
544,528
+335,216
12
$13.8M 0.98%
83,015
+6,440
13
$13.2M 0.94%
76,758
-7,602
14
$13M 0.92%
14,630
+831
15
$12.9M 0.92%
22,351
+2,189
16
$12.5M 0.89%
59,360
+13,959
17
$11.6M 0.83%
19,872
+4,770
18
$11.2M 0.8%
24,446
+4,346
19
$11.2M 0.8%
619,195
+589,573
20
$9.95M 0.71%
18,854
+10,454
21
$9.58M 0.68%
113,331
+7,574
22
$9.48M 0.68%
16,159
+13,619
23
$9.13M 0.65%
23,339
+3,621
24
$8.85M 0.63%
33,847
-7,514
25
$8.6M 0.61%
73,439
+19,091
1
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