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
126
$1.7M 0.2%
23,751
-2,211
127
$1.69M 0.2%
22,001
+5,434
128
$1.69M 0.2%
4,730
-356
129
$1.69M 0.19%
3,638
+97
130
$1.69M 0.19%
5,050
-259
131
$1.64M 0.19%
25,200
+10,394
132
$1.62M 0.19%
52,790
-1,574
133
$1.62M 0.19%
13,737
-2,065
134
$1.62M 0.19%
4,668
-3,336
135
$1.61M 0.19%
35,440
+9,779
136
$1.61M 0.19%
334,000
-1,000
137
$1.59M 0.18%
69,778
-24,876
138
$1.59M 0.18%
132,990
-918
139
$1.57M 0.18%
23,267
+174
140
$1.55M 0.18%
6,285
+349
141
$1.53M 0.18%
12,186
-370
142
$1.52M 0.17%
11,536
-1,645
143
$1.51M 0.17%
8,230
-3,280
144
$1.47M 0.17%
7,447
+130
145
$1.46M 0.17%
5,651
+15
146
$1.46M 0.17%
64,716
-8,660
147
$1.43M 0.16%
13,184
-1,198
148
$1.39M 0.16%
5,130
-285
149
$1.39M 0.16%
11,295
+148
150
$1.39M 0.16%
14,782
-1,121
4 5
6
7 8