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
351
$658K 0.05%
6,433
-4,631
352
$647K 0.05%
10,060
+8
353
$644K 0.05%
10,460
+592
354
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15,175
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355
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+28,130
356
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5,243
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357
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20,981
-600
358
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6,300
+1,830
359
$633K 0.05%
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360
$627K 0.05%
12,987
-226
361
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12,349
-1,345
362
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12,107
+1,235
363
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12,813
+1,282
364
$601K 0.05%
5,492
+2,463
365
$600K 0.05%
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366
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45,901
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368
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1,698
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369
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18,550
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370
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42,441
+13,695
371
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1,676
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372
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4,125
-31
373
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2,363
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374
$583K 0.05%
25,374
+594
375
$582K 0.05%
19,281
-400
13 14
15
16 17