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
176
$1.15M 0.13%
7,056
+217
177
$1.14M 0.13%
4,561
+1,310
178
$1.14M 0.13%
9,385
+126
179
$1.13M 0.13%
18,442
+13,856
180
$1.13M 0.13%
9,876
-55
181
$1.13M 0.13%
24,072
-408
182
$1.12M 0.13%
5,436
+159
183
$1.12M 0.13%
12,467
+755
184
$1.12M 0.13%
6,536
+313
185
$1.1M 0.13%
3,619
-468
186
$1.09M 0.13%
18,784
+2,963
187
$1.09M 0.13%
8,250
-7,800
188
$1.09M 0.13%
5,166
+189
189
$1.08M 0.13%
5,444
-1,017
190
$1.06M 0.12%
8,552
-70
191
$1.05M 0.12%
17,360
+6,605
192
$1.05M 0.12%
1,879
+16
193
$1.05M 0.12%
14,180
+9,754
194
$1.05M 0.12%
4,115
+434
195
$1.04M 0.12%
4,178
-234
196
$1.04M 0.12%
11,934
-1,120
197
$1.03M 0.12%
+22,728
198
$1.03M 0.12%
5,205
-3,703
199
$1.03M 0.12%
16,355
+4,732
200
$1.01M 0.12%
2,933
+606
6 7
8
9 10