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
626
$248K 0.02%
557
+1
627
$247K 0.02%
1,586
-209
628
$247K 0.02%
+2,895
629
$246K 0.02%
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630
$245K 0.02%
20,690
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631
$245K 0.02%
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632
$244K 0.02%
12,163
633
$244K 0.02%
2,845
-2,068
634
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+14,240
635
$242K 0.02%
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636
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2,992
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637
$242K 0.02%
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638
$241K 0.02%
9,098
639
$241K 0.02%
3,000
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640
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641
$241K 0.02%
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642
$240K 0.02%
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10,921
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$235K 0.02%
1,439
-56
648
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5,648
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$235K 0.02%
262
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650
$233K 0.02%
3,171
-289
24 25
26
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