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
551
$224K 0.03%
+3,843
552
$223K 0.03%
+6,476
553
$222K 0.03%
+1,687
554
$220K 0.03%
+10,966
555
$218K 0.03%
2,464
-279
556
$218K 0.03%
2,494
-1,314
557
$217K 0.03%
20,751
+7,270
558
$216K 0.02%
+11,213
559
$216K 0.02%
+4,943
560
$215K 0.02%
4,500
-2,723
561
$215K 0.02%
+1,332
562
$211K 0.02%
19,045
+1,900
563
$211K 0.02%
+6,496
564
$211K 0.02%
5,479
+227
565
$210K 0.02%
13,379
-114
566
$209K 0.02%
+2,561
567
$208K 0.02%
+1,055
568
$206K 0.02%
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569
$205K 0.02%
5,101
-805
570
$204K 0.02%
1,045
-201
571
$202K 0.02%
6,800
-12,348
572
$201K 0.02%
+2,539
573
$200K 0.02%
3,474
-3,795
574
$182K 0.02%
31,000
+16,800
575
$177K 0.02%
47,000
-7,000
21 22
23
24 25