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
401
$397K 0.05%
1,721
+18
402
$397K 0.05%
5,676
-7,739
403
$397K 0.05%
2,072
-12
404
$396K 0.05%
12,533
+428
405
$395K 0.05%
+45,925
406
$394K 0.05%
+3,633
407
$392K 0.05%
3,915
+626
408
$390K 0.05%
18,400
-200
409
$390K 0.05%
4,865
-421
410
$389K 0.04%
17,925
-8,280
411
$387K 0.04%
2,815
+5
412
$383K 0.04%
+6,594
413
$381K 0.04%
12,247
+3,682
414
$381K 0.04%
40,068
+4,438
415
$381K 0.04%
5,939
-300
416
$381K 0.04%
46,725
+11,810
417
$372K 0.04%
17,981
+279
418
$371K 0.04%
8,879
+3,212
419
$366K 0.04%
3,255
+318
420
$365K 0.04%
+1,849
421
$365K 0.04%
5,377
+424
422
$363K 0.04%
694
+123
423
$363K 0.04%
2,707
-1,560
424
$360K 0.04%
21,988
+1,845
425
$360K 0.04%
+1,550
15 16
17
18 19