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
101
$1.93M 0.22%
21,078
+13,550
102
$1.93M 0.22%
109,646
-23,687
103
$1.92M 0.22%
10,973
+4,992
104
$1.92M 0.22%
12,870
+2,403
105
$1.91M 0.22%
9,273
-2,338
106
$1.91M 0.22%
6,360
-7,148
107
$1.91M 0.22%
+45,715
108
$1.91M 0.22%
9,992
-3,227
109
$1.9M 0.22%
3
-2
110
$1.89M 0.22%
21,000
111
$1.88M 0.22%
10,634
-26
112
$1.88M 0.22%
29,741
-3,129
113
$1.88M 0.22%
6,611
-183
114
$1.88M 0.22%
2,770
-118
115
$1.87M 0.22%
15,261
-1,844
116
$1.87M 0.22%
19,287
-2,805
117
$1.85M 0.21%
42,693
-3,081
118
$1.84M 0.21%
14,369
-9,361
119
$1.78M 0.2%
6,301
-167
120
$1.74M 0.2%
29,900
-1,450
121
$1.74M 0.2%
6,151
-4,629
122
$1.71M 0.2%
8,510
-1,681
123
$1.71M 0.2%
4,246
-346
124
$1.71M 0.2%
34,008
+7,715
125
$1.7M 0.2%
23,751
-2,211
3 4
5
6 7