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
26
$4.87M 0.56%
37,384
-2,919
27
$4.82M 0.56%
206,969
-19,394
28
$4.68M 0.54%
73,279
-25,878
29
$4.63M 0.53%
8,923
-2,321
30
$4.54M 0.52%
+73,151
31
$4.3M 0.5%
+185,632
32
$4.27M 0.49%
14,187
-2,274
33
$4.23M 0.49%
73,183
-9,461
34
$4.2M 0.48%
10,955
-1,809
35
$4.2M 0.48%
50,196
-9,886
36
$4.19M 0.48%
5,712
-1,445
37
$4.11M 0.47%
8,533
-266
38
$4.11M 0.47%
9,835
-878
39
$3.98M 0.46%
+98,411
40
$3.88M 0.45%
22,276
-9,488
41
$3.7M 0.43%
41,330
+840
42
$3.67M 0.42%
94,658
-15,030
43
$3.66M 0.42%
42,744
+1,740
44
$3.62M 0.42%
37,067
-5,942
45
$3.58M 0.41%
19,117
-552
46
$3.53M 0.41%
22,330
-322
47
$3.51M 0.41%
15,374
-7,007
48
$3.5M 0.4%
19,232
+274
49
$3.48M 0.4%
22,079
+8,557
50
$3.41M 0.39%
33,953
-233
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