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
601
$58.9K 0.01%
15,783
-10,000
602
$49K 0.01%
+15,000
603
$48.5K 0.01%
10,316
-11,883
604
$45.8K 0.01%
+5,403
605
$43.5K 0.01%
1,120
606
$32.5K ﹤0.01%
+25,000
607
$24.1K ﹤0.01%
+10,000
608
$23.4K ﹤0.01%
12,500
609
$22K ﹤0.01%
+20,340
610
$21K ﹤0.01%
11,000
611
$19.7K ﹤0.01%
+1,855
612
$17.4K ﹤0.01%
2,480
+80
613
$12.3K ﹤0.01%
+10,000
614
– –
-1,143
615
– –
-18,813
616
– –
-7,203
617
– –
-2,470
618
– –
-7,024
619
– –
-18,720
620
– –
-30,582
621
– –
-16,339
622
– –
-1,660
623
– –
-14
624
– –
-4,715
625
– –
-3,318
23 24
25
26 27