KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $1.65B
1-Year Est. Return 27.25%
This Quarter Est. Return
1 Year Est. Return
+27.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$867M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
729
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$4.54M
3
+$4.3M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$3.98M
5
MSTR icon
Strategy Inc
MSTR
+$3.96M

Top Sells

1
+$14.4M
2
+$10.9M
3
+$5.4M
4
MSFT icon
Microsoft
MSFT
+$5.16M
5
GLD icon
SPDR Gold Trust
GLD
+$4.37M

Sector Composition

1 Technology 21.67%
2 Financials 8.32%
3 Healthcare 7.76%
4 Industrials 6.96%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$874K 0.1%
3,231
-26
227
$864K 0.1%
8,948
+24
228
$861K 0.1%
22,150
-18,100
229
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5,779
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230
$855K 0.1%
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-16
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$855K 0.1%
23,068
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232
$853K 0.1%
8,461
233
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8,144
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234
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11,205
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235
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11,494
-10,259
236
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63,028
+6,222
237
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1,531
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238
$813K 0.09%
11,114
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239
$810K 0.09%
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240
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241
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243
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244
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8,933
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246
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26,594
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247
$786K 0.09%
26,368
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248
$780K 0.09%
5,280
-1,019
249
$774K 0.09%
14,012
-1,838
250
$768K 0.09%
4,534
+2,338
8 9
10
11 12