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
201
$1M 0.12%
2,513
-487
202
$994K 0.11%
9,128
+978
203
$988K 0.11%
5,408
-113
204
$985K 0.11%
10,463
-727
205
$979K 0.11%
4,595
-2,397
206
$977K 0.11%
9,700
+508
207
$976K 0.11%
2,466
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208
$973K 0.11%
12,135
-549
209
$967K 0.11%
16,691
+2,134
210
$967K 0.11%
+19,668
211
$967K 0.11%
13,307
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212
$948K 0.11%
33,919
+22,255
213
$947K 0.11%
6,573
-2,887
214
$938K 0.11%
11,933
+626
215
$937K 0.11%
13,216
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216
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14,436
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217
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3,961
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218
$931K 0.11%
4,560
-2,341
219
$912K 0.11%
9,957
-7,443
220
$911K 0.11%
16,747
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221
$910K 0.11%
1,910
-257
222
$898K 0.1%
+2,826
223
$885K 0.1%
2,154
-697
224
$882K 0.1%
3,873
+2,020
225
$874K 0.1%
3,231
-26
7 8
9
10 11