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
401
$397K 0.05%
5,676
-7,739
402
$397K 0.05%
2,072
-12
403
$396K 0.05%
12,533
+428
404
$395K 0.05%
+45,925
405
$394K 0.05%
+3,633
406
$392K 0.05%
3,915
+626
407
$390K 0.05%
18,400
-200
408
$390K 0.05%
4,865
-421
409
$389K 0.04%
17,925
-8,280
410
$387K 0.04%
2,815
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411
$383K 0.04%
+6,594
412
$381K 0.04%
12,247
+3,682
413
$381K 0.04%
8,014
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414
$381K 0.04%
5,939
-300
415
$381K 0.04%
46,725
+11,810
416
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417
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418
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419
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420
$365K 0.04%
5,377
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421
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694
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422
$363K 0.04%
2,707
-1,560
423
$360K 0.04%
21,988
+1,845
424
$360K 0.04%
+1,550
425
$359K 0.04%
4,103
-3,400
15 16
17
18 19