KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $1.27B
1-Year Est. Return 23.75%
This Quarter Est. Return
1 Year Est. Return
+23.75%
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 7.75%
4 Industrials 6.96%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.1M 4.97%
251,106
-21,638
2
$34.9M 4.03%
82,992
-12,257
3
$29.7M 3.43%
329,210
-59,750
4
$20M 2.3%
110,611
-23,786
5
$19.8M 2.29%
37,947
-20,915
6
$18.7M 2.16%
327,916
-252,119
7
$13.8M 1.59%
28,335
+310
8
$10.7M 1.23%
70,076
-9,932
9
$9.82M 1.13%
22,113
-8,053
10
$9.43M 1.09%
62,458
-7,741
11
$9.22M 1.06%
17,546
+1,200
12
$7.39M 0.85%
43,330
+23,210
13
$7.2M 0.83%
135,184
+114,524
14
$7.15M 0.82%
14,456
-1,274
15
$7.14M 0.82%
25,583
-1,044
16
$7.02M 0.81%
9,021
-851
17
$6.92M 0.8%
34,526
-7,291
18
$6.9M 0.8%
16,405
-1,962
19
$6.35M 0.73%
36,096
-15,925
20
$6.1M 0.7%
43,513
-3,830
21
$5.56M 0.64%
41,980
-11,570
22
$5.29M 0.61%
45,531
+6,724
23
$4.98M 0.57%
37,714
-11,715
24
$4.94M 0.57%
8,139
-3,309
25
$4.93M 0.57%
13,453
-5,192
1
2 3 4 5