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
401
$516K 0.04%
9,977
-1,572
402
$516K 0.04%
1,272
-332
403
$515K 0.04%
+3,160
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405
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406
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3,145
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411
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412
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413
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414
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2,014
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424
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19,820
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425
$483K 0.04%
3,632
-285
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17
18 19