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
151
$1.37M 0.16%
13,122
-1,948
152
$1.35M 0.16%
1,404
-63
153
$1.35M 0.16%
50,133
-762
154
$1.34M 0.15%
12,135
-78
155
$1.34M 0.15%
59,467
+421
156
$1.31M 0.15%
+18,369
157
$1.31M 0.15%
12,375
-2,446
158
$1.29M 0.15%
46,469
-1,472
159
$1.28M 0.15%
17,431
+417
160
$1.26M 0.15%
+12,480
161
$1.25M 0.14%
17,792
-273
162
$1.25M 0.14%
16,327
-6,501
163
$1.24M 0.14%
22,945
-1,316
164
$1.24M 0.14%
73,329
+5,939
165
$1.24M 0.14%
5,377
-352
166
$1.24M 0.14%
2,359
-87
167
$1.22M 0.14%
13,585
-375
168
$1.22M 0.14%
59,907
+6,423
169
$1.22M 0.14%
12,754
-230
170
$1.22M 0.14%
2,172
-462
171
$1.2M 0.14%
3,466
-338
172
$1.18M 0.14%
15,240
+7,370
173
$1.18M 0.14%
3,993
+55
174
$1.17M 0.13%
29,279
-1,437
175
$1.15M 0.13%
7,056
+217
5 6
7
8 9