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
376
$445K 0.05%
1,047
+145
377
$445K 0.05%
10,827
-1,290
378
$444K 0.05%
10,938
-1,013
379
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380
$439K 0.05%
15,788
-13,100
381
$438K 0.05%
3,117
+1,406
382
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4,557
-5,183
383
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3,490
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384
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385
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3,317
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386
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387
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389
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8,931
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390
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393
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394
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395
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396
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2,186
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397
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+7,078
398
$399K 0.05%
2,466
-473
399
$398K 0.05%
+37,650
400
$397K 0.05%
32,707
+9,352
14 15
16
17 18