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
676
$215K 0.02%
4,130
-3,965
677
$215K 0.02%
+6,497
678
$215K 0.02%
+9,001
679
$213K 0.02%
16,530
-1,168
680
$213K 0.02%
1,856
+2
681
$213K 0.02%
+2,312
682
$212K 0.02%
739
-2
683
$212K 0.02%
883
-179
684
$211K 0.02%
1,652
685
$210K 0.02%
3,747
-271
686
$210K 0.02%
+4,174
687
$210K 0.02%
1,756
+14
688
$209K 0.02%
+1,590
689
$209K 0.02%
481
-59
690
$209K 0.02%
+3,809
691
$208K 0.02%
2,103
-47
692
$208K 0.02%
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693
$208K 0.02%
3,565
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694
$207K 0.02%
3,303
-3,490
695
$207K 0.02%
2,070
-323
696
$207K 0.02%
5,450
-1,155
697
$206K 0.02%
+1,370
698
$205K 0.02%
5,524
-335
699
$203K 0.02%
+1,700
700
$203K 0.02%
+1,543
26 27
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