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
501
$373K 0.03%
245
+32
502
$368K 0.03%
13,887
-2,782
503
$364K 0.03%
7,266
-1,333
504
$364K 0.03%
16,408
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505
$364K 0.03%
+2,616
506
$364K 0.03%
5,069
+1,005
507
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3,810
-318
508
$363K 0.03%
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+600
509
$362K 0.03%
4,907
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510
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348
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511
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+5,449
512
$360K 0.03%
+1,317
513
$360K 0.03%
1,111
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514
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+85,408
515
$358K 0.03%
1,163
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516
$354K 0.03%
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517
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518
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519
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7,140
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520
$348K 0.03%
16,605
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521
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7,222
522
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24,293
-1,127
523
$346K 0.03%
1,779
+22
524
$344K 0.03%
24,531
+3,323
525
$344K 0.03%
2,400
+629
19 20
21
22 23