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
551
$225K 0.03%
4,974
-876
552
$224K 0.03%
+3,843
553
$223K 0.03%
+6,476
554
$222K 0.03%
+1,687
555
$220K 0.03%
+10,966
556
$218K 0.03%
2,464
-279
557
$218K 0.03%
2,494
-1,314
558
$217K 0.03%
20,751
+7,270
559
$216K 0.02%
+11,213
560
$216K 0.02%
+4,943
561
$215K 0.02%
4,500
-2,723
562
$215K 0.02%
+1,332
563
$211K 0.02%
19,045
+1,900
564
$211K 0.02%
+6,496
565
$211K 0.02%
5,479
+227
566
$210K 0.02%
13,379
-114
567
$209K 0.02%
+2,561
568
$208K 0.02%
+1,055
569
$206K 0.02%
+4,640
570
$205K 0.02%
5,101
-805
571
$204K 0.02%
1,045
-201
572
$202K 0.02%
6,800
-12,348
573
$201K 0.02%
+2,539
574
$200K 0.02%
3,474
-3,795
575
$182K 0.02%
31,000
+16,800
21 22
23
24 25