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
526
$342K 0.03%
9,555
+7
527
$342K 0.03%
3,088
+98
528
$342K 0.03%
+21,248
529
$342K 0.03%
5,337
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530
$341K 0.03%
1,236
531
$339K 0.03%
3,779
-635
532
$338K 0.03%
722
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533
$338K 0.03%
2,606
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534
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3,965
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535
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+7,540
536
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3,629
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537
$333K 0.03%
4,747
-1,860
538
$333K 0.03%
8,866
-486
539
$332K 0.03%
+50,334
540
$331K 0.03%
1,128
-18
541
$330K 0.03%
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542
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543
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544
$329K 0.03%
3,028
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545
$327K 0.03%
6,243
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546
$327K 0.03%
14,794
+2,252
547
$326K 0.03%
14,130
-1,700
548
$319K 0.03%
7,348
-7,597
549
$316K 0.03%
6,880
+3,255
550
$316K 0.02%
8,311
20 21
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