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
276
$942K 0.07%
19,035
-1,265
277
$942K 0.07%
11,679
-499
278
$926K 0.07%
4,000
+650
279
$920K 0.07%
10,813
-534
280
$914K 0.07%
3,272
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281
$903K 0.07%
8,562
+1,897
282
$896K 0.07%
1,168
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283
$896K 0.07%
17,119
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284
$896K 0.07%
12,299
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285
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9,921
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286
$880K 0.07%
20,677
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287
$873K 0.07%
11,853
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288
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4,149
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289
$863K 0.07%
1,077
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290
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291
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29,100
293
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16,326
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294
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125,136
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295
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13,574
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296
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16,847
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297
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2,608
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298
$831K 0.07%
4,251
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299
$828K 0.07%
4,751
+51
300
$822K 0.06%
20,995
+14,440
10 11
12
13 14