KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.86%
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
651
– –
-882
652
– –
-2,569
653
– –
-7,075
654
– –
-3,716
655
– –
-20,333
656
– –
-25,530
657
– –
-13,221
658
– –
-10,050
659
– –
-2,432
660
– –
-421
661
– –
-9,587
662
– –
-3,491
663
– –
-12,118
664
– –
-9,895
665
– –
-4,383
666
– –
-10,050
667
– –
-13,336
668
– –
-1,387
669
– –
-3,787
670
– –
-3,763
671
– –
-26,800
672
– –
-11,937
673
– –
-20,787
674
– –
-12,803
675
– –
-22,204
25 26
27
28 29