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
326
$719K 0.06%
14,932
327
$717K 0.06%
8,054
-5,228
328
$711K 0.06%
2,500
-4
329
$709K 0.06%
13,425
+3,804
330
$704K 0.06%
20,404
-943
331
$704K 0.06%
33,727
-16,696
332
$702K 0.06%
8,605
-260
333
$702K 0.06%
14,331
-12,060
334
$700K 0.06%
4,657
-100
335
$698K 0.06%
14,549
336
$697K 0.06%
17,063
+1
337
$696K 0.05%
16,185
+357
338
$691K 0.05%
3,168
-158
339
$685K 0.05%
37,771
-8,407
340
$684K 0.05%
40,889
+3,874
341
$682K 0.05%
16,215
+1,045
342
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12,318
-18,881
343
$671K 0.05%
4,988
+150
344
$670K 0.05%
7,082
+2,000
345
$669K 0.05%
5,863
+724
346
$667K 0.05%
15,739
+4,086
347
$663K 0.05%
45,434
+7,488
348
$662K 0.05%
11,485
+1
349
$661K 0.05%
3,679
-105
350
$659K 0.05%
1,800
+100
12 13
14
15 16