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
576
$177K 0.02%
47,000
-7,000
577
$173K 0.02%
+14,150
578
$171K 0.02%
43,593
+33,243
579
$167K 0.02%
32,000
-2,000
580
$163K 0.02%
15,778
-5,813
581
$139K 0.02%
15,804
582
$135K 0.02%
+2,107
583
$125K 0.01%
21,000
584
$125K 0.01%
9,305
+550
585
$124K 0.01%
32,100
586
$123K 0.01%
+15,300
587
$123K 0.01%
+14,107
588
$121K 0.01%
53,970
+3,408
589
$120K 0.01%
11,000
590
$119K 0.01%
+15,304
591
$117K 0.01%
+60,000
592
$116K 0.01%
14,485
+60
593
$104K 0.01%
10,743
-4,328
594
$97.2K 0.01%
15,265
-11,296
595
$97.2K 0.01%
16,532
596
$84.8K 0.01%
23,300
597
$70.4K 0.01%
11,136
-7,688
598
$67.5K 0.01%
+10,000
599
$62.4K 0.01%
5,430
-1,641
600
$59.1K 0.01%
+30,000
22 23
24
25 26