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
576
$173K 0.02%
+14,150
577
$171K 0.02%
43,593
+33,243
578
$167K 0.02%
32,000
-2,000
579
$163K 0.02%
15,778
-5,813
580
$139K 0.02%
15,804
581
$135K 0.02%
+2,107
582
$125K 0.01%
21,000
583
$125K 0.01%
9,305
+550
584
$124K 0.01%
32,100
585
$123K 0.01%
+15,300
586
$123K 0.01%
+14,107
587
$121K 0.01%
53,970
+3,408
588
$120K 0.01%
11,000
589
$119K 0.01%
+15,304
590
$117K 0.01%
+60,000
591
$116K 0.01%
14,485
+60
592
$104K 0.01%
10,743
-4,328
593
$97.2K 0.01%
15,265
-11,296
594
$97.2K 0.01%
16,532
595
$84.8K 0.01%
23,300
596
$70.4K 0.01%
11,136
-7,688
597
$67.5K 0.01%
+10,000
598
$62.4K 0.01%
5,430
-1,641
599
$59.1K 0.01%
+30,000
600
$58.9K 0.01%
15,783
-10,000
22 23
24
25 26