KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
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
51
$3.27M 0.38%
5,038
52
$3.24M 0.37%
9,619
+1,282
53
$3.24M 0.37%
8,138
-8,598
54
$3.22M 0.37%
12,396
-2,563
55
$3.21M 0.37%
53,407
+3,904
56
$3.15M 0.36%
19,383
-4,837
57
$3.1M 0.36%
5,570
-4,280
58
$3.01M 0.35%
79,458
+11,947
59
$2.98M 0.34%
17,609
-3,908
60
$2.97M 0.34%
14,469
-4,869
61
$2.94M 0.34%
50,700
-2,631
62
$2.91M 0.34%
16,118
-532
63
$2.82M 0.32%
18,465
-4,855
64
$2.79M 0.32%
5,811
-801
65
$2.79M 0.32%
6,123
-8,035
66
$2.78M 0.32%
15,246
-6,609
67
$2.74M 0.32%
2,222
-66
68
$2.68M 0.31%
20,391
-6,454
69
$2.68M 0.31%
20,438
+944
70
$2.68M 0.31%
13,872
-8,302
71
$2.64M 0.3%
+22,980
72
$2.56M 0.3%
4,407
-294
73
$2.56M 0.3%
10,456
-2,871
74
$2.52M 0.29%
25,730
+9,121
75
$2.5M 0.29%
40,864
+1,822
1 2
3
4 5