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
351
$493K 0.06%
17,696
-1
352
$487K 0.06%
+5,933
353
$487K 0.06%
1,700
354
$486K 0.06%
4,406
-393
355
$485K 0.06%
11,118
-4,319
356
$482K 0.06%
3,082
+1,403
357
$480K 0.06%
9,365
+188
358
$480K 0.06%
34,316
+599
359
$480K 0.06%
10,104
+2,714
360
$477K 0.06%
5,032
-818
361
$477K 0.06%
9,525
-718
362
$473K 0.05%
+12,589
363
$472K 0.05%
27,300
364
$469K 0.05%
5,165
-2,541
365
$467K 0.05%
5,794
-10
366
$466K 0.05%
480
-159
367
$466K 0.05%
11,950
-108
368
$463K 0.05%
10,900
+100
369
$460K 0.05%
+6,295
370
$458K 0.05%
2,315
-781
371
$453K 0.05%
9,052
-918
372
$449K 0.05%
7,962
-323
373
$449K 0.05%
3,821
-920
374
$447K 0.05%
20,852
-22,846
375
$446K 0.05%
6,994
-1,227
13 14
15
16 17