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
101
$1.94M 0.22%
8,014
-6,873
102
$1.93M 0.22%
21,078
+13,550
103
$1.93M 0.22%
109,646
-23,687
104
$1.92M 0.22%
10,973
+4,992
105
$1.92M 0.22%
12,870
+2,403
106
$1.91M 0.22%
9,273
-2,338
107
$1.91M 0.22%
6,360
-7,148
108
$1.91M 0.22%
+45,715
109
$1.91M 0.22%
9,992
-3,227
110
$1.9M 0.22%
3
-2
111
$1.89M 0.22%
21,000
112
$1.88M 0.22%
10,634
-26
113
$1.88M 0.22%
29,741
-3,129
114
$1.88M 0.22%
6,611
-183
115
$1.88M 0.22%
2,770
-118
116
$1.87M 0.22%
15,261
-1,844
117
$1.87M 0.22%
19,287
-2,805
118
$1.85M 0.21%
42,693
-3,081
119
$1.84M 0.21%
14,369
-9,361
120
$1.78M 0.2%
6,301
-167
121
$1.74M 0.2%
29,900
-1,450
122
$1.74M 0.2%
6,151
-4,629
123
$1.71M 0.2%
8,510
-1,681
124
$1.71M 0.2%
4,246
-346
125
$1.71M 0.2%
34,008
+7,715
3 4
5
6 7