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
151
$1.38M 0.16%
156,929
-109,843
152
$1.37M 0.16%
6,561
-974
153
$1.35M 0.16%
1,404
-63
154
$1.35M 0.16%
50,133
-762
155
$1.34M 0.15%
12,135
-78
156
$1.34M 0.15%
59,467
+421
157
$1.31M 0.15%
+18,369
158
$1.31M 0.15%
12,375
-2,446
159
$1.29M 0.15%
46,469
-1,472
160
$1.28M 0.15%
17,431
+417
161
$1.26M 0.15%
+12,480
162
$1.25M 0.14%
17,792
-273
163
$1.25M 0.14%
16,327
-6,501
164
$1.24M 0.14%
22,945
-1,316
165
$1.24M 0.14%
73,329
+5,939
166
$1.24M 0.14%
5,377
-352
167
$1.24M 0.14%
2,359
-87
168
$1.22M 0.14%
13,585
-375
169
$1.22M 0.14%
59,907
+6,423
170
$1.22M 0.14%
12,754
-230
171
$1.22M 0.14%
2,172
-462
172
$1.2M 0.14%
3,466
-338
173
$1.18M 0.14%
15,240
+7,370
174
$1.18M 0.14%
3,993
+55
175
$1.17M 0.13%
29,279
-1,437
5 6
7
8 9