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
651
$232K 0.02%
+1,952
652
$232K 0.02%
+6,605
653
$231K 0.02%
+2,890
654
$231K 0.02%
2,149
-662
655
$231K 0.02%
+4,161
656
$229K 0.02%
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657
$229K 0.02%
2,958
-592
658
$228K 0.02%
7,652
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659
$227K 0.02%
1,017
-7
660
$226K 0.02%
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661
$226K 0.02%
5,789
-28
662
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+11,312
663
$224K 0.02%
963
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664
$223K 0.02%
+3,159
665
$223K 0.02%
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666
$222K 0.02%
1,178
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667
$221K 0.02%
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670
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671
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$218K 0.02%
+4,435
673
$218K 0.02%
8,030
-327
674
$218K 0.02%
+5,081
675
$216K 0.02%
837
-132
25 26
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