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
626
– –
-2,845
627
– –
-5,230
628
– –
-8,580
629
– –
-670
630
– –
-6,396
631
– –
-23,111
632
– –
-2,207
633
– –
-8,578
634
– –
-27,027
635
– –
-23,663
636
– –
-13,983
637
– –
-4,377
638
– –
-1,480
639
– –
-6,817
640
– –
-10,000
641
– –
-4,429
642
– –
-18,686
643
– –
-2,655
644
– –
-6,682
645
– –
-3,311
646
– –
-1,397
647
– –
-11,859
648
– –
-7,481
649
– –
-1,158
650
– –
-17,196
24 25
26
27 28