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
501
$277K 0.03%
1,423
-596
502
$275K 0.03%
+10,176
503
$275K 0.03%
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504
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31,879
-11,498
505
$275K 0.03%
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506
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+2,031
507
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32,130
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508
$273K 0.03%
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509
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510
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511
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512
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4,500
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513
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514
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515
$267K 0.03%
4,652
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516
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517
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518
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519
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520
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8,225
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521
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522
$261K 0.03%
7,516
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523
$260K 0.03%
10,800
524
$259K 0.03%
10,500
525
$259K 0.03%
9,140
-375
19 20
21
22 23