KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
807
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$9.56M
3
+$6.95M
4
IYW icon
iShares US Technology ETF
IYW
+$3.92M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.87M

Top Sells

1
+$3.99M
2
+$2.7M
3
+$2.44M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.83M
5
GLD icon
SPDR Gold Trust
GLD
+$1.19M

Sector Composition

1 Technology 17.3%
2 Industrials 6.02%
3 Financials 5.31%
4 Consumer Discretionary 4.31%
5 Communication Services 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.23M 0.1%
14,457
-499
227
$1.21M 0.1%
38,191
+2,369
228
$1.21M 0.1%
3,904
-122
229
$1.21M 0.1%
9,065
-178
230
$1.18M 0.09%
6,443
+161
231
$1.18M 0.09%
110,891
-57,116
232
$1.15M 0.09%
2,121
-100
233
$1.15M 0.09%
14,368
+1,020
234
$1.15M 0.09%
21,785
+1,351
235
$1.15M 0.09%
2,995
-21
236
$1.14M 0.09%
26,268
+30
237
$1.14M 0.09%
20,424
+3,400
238
$1.14M 0.09%
59,395
+11,012
239
$1.13M 0.09%
12,055
-48
240
$1.13M 0.09%
8,788
-1,689
241
$1.13M 0.09%
26,912
+5,435
242
$1.12M 0.09%
5,066
-27
243
$1.12M 0.09%
9,100
+1,692
244
$1.12M 0.09%
49,180
+3,430
245
$1.12M 0.09%
8,221
-2,197
246
$1.11M 0.09%
7,536
+165
247
$1.11M 0.09%
33,832
-27,027
248
$1.11M 0.09%
9,979
-3,001
249
$1.09M 0.09%
20,103
+961
250
$1.09M 0.09%
22,866
8 9
10
11 12