KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
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
701
$203K 0.02%
+10,700
702
$203K 0.02%
+3,100
703
$203K 0.02%
+4,130
704
$201K 0.02%
+1,782
705
$201K 0.02%
+6,599
706
$200K 0.02%
1,819
-95
707
$199K 0.02%
21,000
708
$196K 0.02%
18,052
-2,055
709
$192K 0.02%
+16,442
710
$186K 0.01%
10,649
-5,442
711
$183K 0.01%
36,000
-1,000
712
$174K 0.01%
17,107
713
$172K 0.01%
+10,575
714
$171K 0.01%
16,483
+2,227
715
$170K 0.01%
+11,452
716
$151K 0.01%
14,075
+2,300
717
$148K 0.01%
13,000
718
$144K 0.01%
17,000
-2,760
719
$143K 0.01%
+10,502
720
$141K 0.01%
12,675
-1,360
721
$140K 0.01%
14,599
722
$135K 0.01%
21,000
723
$132K 0.01%
+64,400
724
$131K 0.01%
60,000
725
$124K 0.01%
14,282
+2,073
27 28
29
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