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
51
$3.29M 0.38%
45,516
-4,170
52
$3.27M 0.38%
5,038
53
$3.24M 0.37%
9,619
+1,282
54
$3.24M 0.37%
8,138
-8,598
55
$3.22M 0.37%
12,396
-2,563
56
$3.21M 0.37%
53,407
+3,904
57
$3.15M 0.36%
19,383
-4,837
58
$3.1M 0.36%
5,570
-4,280
59
$3.01M 0.35%
79,458
+11,947
60
$2.98M 0.34%
17,609
-3,908
61
$2.97M 0.34%
14,469
-4,869
62
$2.94M 0.34%
50,700
-2,631
63
$2.91M 0.34%
16,118
-532
64
$2.82M 0.32%
3,693
-971
65
$2.79M 0.32%
5,811
-801
66
$2.79M 0.32%
6,123
-8,035
67
$2.78M 0.32%
15,246
-6,609
68
$2.74M 0.32%
2,222
-66
69
$2.68M 0.31%
20,391
-6,454
70
$2.68M 0.31%
20,438
+944
71
$2.68M 0.31%
13,872
-8,302
72
$2.64M 0.3%
+22,980
73
$2.56M 0.3%
4,407
-294
74
$2.56M 0.3%
10,456
-2,871
75
$2.52M 0.29%
25,730
+9,121
1 2
3
4 5