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
451
$327K 0.04%
+9,514
452
$326K 0.04%
10,242
-10,140
453
$324K 0.04%
3,948
-98
454
$318K 0.04%
17,450
-150
455
$317K 0.04%
7,416
-764
456
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3,414
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457
$315K 0.04%
+11,133
458
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5,467
-5,351
459
$315K 0.04%
27,835
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460
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461
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3,691
-1,538
462
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464
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17,849
+2,519
465
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6,133
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466
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467
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468
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25,954
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5,181
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471
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5,214
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472
$303K 0.03%
5,387
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473
$302K 0.03%
21,671
-1,820
474
$302K 0.03%
2,197
-574
475
$301K 0.03%
1,147
-1,764
17 18
19
20 21