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
76
$2.5M 0.29%
40,864
+1,822
77
$2.48M 0.29%
45,747
+158
78
$2.42M 0.28%
23,885
-3,101
79
$2.42M 0.28%
11,336
-171
80
$2.38M 0.27%
7,633
-6
81
$2.37M 0.27%
47,533
-2,496
82
$2.35M 0.27%
9,426
-244
83
$2.31M 0.27%
7,373
-373
84
$2.31M 0.27%
52,186
-16,638
85
$2.3M 0.27%
11,203
-21,221
86
$2.3M 0.27%
23,729
-3,629
87
$2.26M 0.26%
53,905
-20,890
88
$2.24M 0.26%
44,397
+5,628
89
$2.23M 0.26%
4,411
-943
90
$2.2M 0.25%
115,290
+3,162
91
$2.17M 0.25%
10,192
-515
92
$2.13M 0.25%
3,681
-243
93
$2.13M 0.25%
18,701
-897
94
$2.09M 0.24%
8,278
-72
95
$2.07M 0.24%
38,175
-1,149
96
$2.06M 0.24%
9,159
+23
97
$1.98M 0.23%
15,577
-1,224
98
$1.97M 0.23%
3,644
+8
99
$1.96M 0.23%
24,546
-3,874
100
$1.96M 0.23%
127,195
+5,837
2 3
4
5 6