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
451
$438K 0.03%
1,925
+491
452
$437K 0.03%
555
-66
453
$434K 0.03%
5,865
+34
454
$433K 0.03%
1,815
-3,303
455
$432K 0.03%
10,500
456
$430K 0.03%
5,748
-36
457
$430K 0.03%
5,975
+123
458
$430K 0.03%
2,492
-1,808
459
$428K 0.03%
4,124
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460
$423K 0.03%
5,103
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461
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4,502
-195
462
$420K 0.03%
13,130
-4,826
463
$419K 0.03%
19,074
-2,730
464
$417K 0.03%
2,930
+53
465
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+74,729
466
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+11,756
467
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1,954
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468
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783
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469
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470
$410K 0.03%
5,034
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471
$409K 0.03%
5,257
-58
472
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2,196
-606
473
$409K 0.03%
27,424
+4,956
474
$408K 0.03%
4,196
-237
475
$408K 0.03%
5,386
+881
17 18
19
20 21