KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
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
730
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$4.11M
3
+$3.96M
4
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$3.5M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$3.07M

Top Sells

1
+$10.4M
2
+$4.96M
3
+$4.33M
4
GLD icon
SPDR Gold Trust
GLD
+$4.07M
5
AMZN icon
Amazon
AMZN
+$3.97M

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
276
$663K 0.08%
55,006
-62,493
277
$661K 0.08%
7,600
-43
278
$661K 0.08%
10,027
-1,389
279
$656K 0.08%
35,005
+10,469
280
$651K 0.08%
2,426
-401
281
$651K 0.08%
2,030
-143
282
$647K 0.07%
6,160
-119
283
$643K 0.07%
12,820
-25,963
284
$640K 0.07%
11,500
-300
285
$634K 0.07%
14,787
-20,022
286
$634K 0.07%
5,949
-577
287
$630K 0.07%
12,113
-1,883
288
$625K 0.07%
4,849
-4,520
289
$620K 0.07%
14,250
-1,890
290
$620K 0.07%
29,444
-660
291
$614K 0.07%
15,723
-1,230
292
$613K 0.07%
10,722
+4,235
293
$611K 0.07%
2,109
-737
294
$610K 0.07%
4,590
-133
295
$610K 0.07%
18,505
-1,830
296
$606K 0.07%
5,835
297
$605K 0.07%
+7,564
298
$604K 0.07%
10,000
-3,600
299
$603K 0.07%
4,787
+1,023
300
$597K 0.07%
9,467
-6,254
10 11
12
13 14