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
201
$1M 0.12%
10,586
+786
202
$1M 0.12%
2,513
-487
203
$994K 0.11%
9,128
+978
204
$988K 0.11%
5,408
-113
205
$985K 0.11%
10,463
-727
206
$979K 0.11%
4,595
-2,397
207
$977K 0.11%
9,700
+508
208
$976K 0.11%
2,466
+103
209
$973K 0.11%
12,135
-549
210
$967K 0.11%
16,691
+2,134
211
$967K 0.11%
+19,668
212
$967K 0.11%
13,307
-2,140
213
$948K 0.11%
33,919
+22,255
214
$947K 0.11%
6,573
-2,887
215
$938K 0.11%
11,933
+626
216
$937K 0.11%
13,216
-968
217
$936K 0.11%
14,436
-71
218
$934K 0.11%
3,961
-618
219
$931K 0.11%
4,560
-2,341
220
$912K 0.11%
9,957
-7,443
221
$911K 0.11%
16,747
-895
222
$910K 0.11%
1,910
-257
223
$898K 0.1%
+2,826
224
$885K 0.1%
2,154
-697
225
$882K 0.1%
3,873
+2,020
7 8
9
10 11