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
251
$766K 0.09%
18,196
-6,305
252
$765K 0.09%
48,629
-2,673
253
$764K 0.09%
13,944
+745
254
$763K 0.09%
+6,688
255
$762K 0.09%
8,789
+4,735
256
$758K 0.09%
8,293
-2,248
257
$752K 0.09%
+29,752
258
$743K 0.09%
11,382
+1,876
259
$741K 0.09%
49,225
+6,675
260
$739K 0.09%
10,216
-803
261
$737K 0.09%
2,029
-2,054
262
$735K 0.08%
32,305
-1,930
263
$735K 0.08%
7,560
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264
$733K 0.08%
7,540
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265
$715K 0.08%
12,063
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266
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18,208
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267
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1,693
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4,922
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269
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13,072
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270
$697K 0.08%
5,201
-1,033
271
$688K 0.08%
7,283
-214
272
$684K 0.08%
10,211
-1,927
273
$673K 0.08%
36,716
-5,075
274
$669K 0.08%
17,881
-4,709
275
$668K 0.08%
212
-12
9 10
11
12 13