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KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.11B
1-Year Est. Return 27.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.18%
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
601
$49K 0.01%
+15,000
602
$48.5K 0.01%
10,316
-11,883
603
$45.8K 0.01%
+5,403
604
$43.5K 0.01%
1,120
605
$32.5K ﹤0.01%
+25,000
606
$24.1K ﹤0.01%
+10,000
607
$23.4K ﹤0.01%
12,500
608
$22K ﹤0.01%
+20,340
609
$21K ﹤0.01%
11,000
610
$19.7K ﹤0.01%
+1,855
611
$17.4K ﹤0.01%
2,480
+80
612
$12.3K ﹤0.01%
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613
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614
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– –
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616
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-7,982
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624
– –
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625
– –
-7,203
23 24
25
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