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
501
$275K 0.03%
+10,176
502
$275K 0.03%
5,925
-1,000
503
$275K 0.03%
31,879
-11,498
504
$275K 0.03%
4,617
-153
505
$274K 0.03%
+2,031
506
$273K 0.03%
32,130
+10,850
507
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1,028
-598
508
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509
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510
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+13,436
511
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4,500
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512
$268K 0.03%
2,994
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513
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3,914
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514
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4,652
-1,726
515
$264K 0.03%
745
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516
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517
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3,917
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519
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520
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521
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522
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10,800
523
$259K 0.03%
10,500
524
$259K 0.03%
9,140
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525
$258K 0.03%
1,653
-151
19 20
21
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