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
$1.33B
AUM Growth
-$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$11.9M
3
+$8.56M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.01M
5
SSO icon
ProShares Ultra S&P500
SSO
+$5.68M

Top Sells

1
+$20.6M
2
+$14.5M
3
+$14.4M
4
NVDA icon
NVIDIA
NVDA
+$13.6M
5
AAPL icon
Apple
AAPL
+$13.3M

Sector Composition

1 Technology 17.97%
2 Industrials 5.57%
3 Financials 5.51%
4 Consumer Discretionary 4.47%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$71.1M 5.34%
283,858
-53,023
2
$47.7M 3.58%
355,211
-101,519
3
$47.3M 3.55%
80,663
+43,587
4
$30.4M 2.29%
72,206
-48,774
5
$29.3M 2.2%
57,310
+16,735
6
$22.6M 1.7%
103,229
-65,976
7
$22.1M 1.66%
41,008
+22,154
8
$21.1M 1.58%
285,067
-11,695
9
$20.6M 1.54%
737,721
+193,193
10
$15.6M 1.17%
53,838
+9,438
11
$14.9M 1.12%
288,112
+66,398
12
$14.5M 1.09%
24,559
+2,208
13
$13.3M 1%
22,741
-9,778
14
$13M 0.98%
735,195
+116,000
15
$12.7M 0.95%
54,632
-22,126
16
$11.5M 0.86%
28,413
-5,434
17
$11.2M 0.84%
59,343
-23,672
18
$9.66M 0.73%
33,328
+14,519
19
$8.97M 0.67%
89,040
+41,697
20
$8.48M 0.64%
18,705
-5,741
21
$8.31M 0.62%
22,906
-433
22
$8.29M 0.62%
94,420
+25,454
23
$8.01M 0.6%
18,824
+16,472
24
$7.93M 0.6%
38,302
+18,922
25
$7.74M 0.58%
87,227
+34,066
1
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