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
476
$408K 0.03%
6,538
-1,597
477
$407K 0.03%
9,278
-36
478
$407K 0.03%
6,040
-393
479
$406K 0.03%
+39,007
480
$403K 0.03%
16,455
+4,127
481
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26,401
-3,345
482
$398K 0.03%
1,487
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483
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484
$396K 0.03%
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485
$395K 0.03%
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486
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9,687
+3,888
487
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+6,992
488
$391K 0.03%
9,102
-283
489
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930
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490
$388K 0.03%
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491
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495
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64,836
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496
$377K 0.03%
+10,067
497
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6,800
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498
$376K 0.03%
5,543
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499
$374K 0.03%
9,189
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500
$373K 0.03%
4,500
+53
18 19
20
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