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
76
$2.48M 0.29%
45,747
+158
77
$2.42M 0.28%
23,885
-3,101
78
$2.42M 0.28%
11,336
-171
79
$2.38M 0.27%
7,633
-6
80
$2.37M 0.27%
47,533
-2,496
81
$2.35M 0.27%
9,426
-244
82
$2.31M 0.27%
7,373
-373
83
$2.31M 0.27%
52,186
-16,638
84
$2.3M 0.27%
11,203
-21,221
85
$2.3M 0.27%
23,729
-3,629
86
$2.26M 0.26%
53,905
-20,890
87
$2.24M 0.26%
44,397
+5,628
88
$2.23M 0.26%
4,411
-943
89
$2.2M 0.25%
115,290
+3,162
90
$2.17M 0.25%
10,192
-515
91
$2.13M 0.25%
11,043
-729
92
$2.13M 0.25%
18,701
-897
93
$2.09M 0.24%
8,278
-72
94
$2.07M 0.24%
38,175
-1,149
95
$2.06M 0.24%
9,159
+23
96
$1.98M 0.23%
15,577
-1,224
97
$1.97M 0.23%
3,644
+8
98
$1.96M 0.23%
24,546
-3,874
99
$1.96M 0.23%
127,195
+5,837
100
$1.94M 0.22%
8,014
-6,873
2 3
4
5 6