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
51
$4.73M 0.37%
33,302
+1,113
52
$4.67M 0.37%
10,666
-673
53
$4.65M 0.37%
43,149
+6,569
54
$4.63M 0.37%
15,187
-3,929
55
$4.61M 0.36%
44,221
-1,899
56
$4.59M 0.36%
6,489
+2,091
57
$4.58M 0.36%
19,047
-495
58
$4.5M 0.36%
67,929
+5,100
59
$4.45M 0.35%
26,093
-2,405
60
$4.42M 0.35%
109,067
+7,573
61
$4.42M 0.35%
53,763
+149
62
$4.37M 0.34%
12,232
-458
63
$4.27M 0.34%
20,383
+831
64
$4.21M 0.33%
80,338
+1,813
65
$4.19M 0.33%
73,551
+4,207
66
$4M 0.32%
29,469
+1,159
67
$3.9M 0.31%
24,454
+3,231
68
$3.87M 0.31%
48,213
+408
69
$3.83M 0.3%
8,275
+146
70
$3.78M 0.3%
23,736
+936
71
$3.76M 0.3%
13,342
-204
72
$3.73M 0.29%
78,819
-990
73
$3.73M 0.29%
17,043
-1,975
74
$3.72M 0.29%
23,179
-510
75
$3.72M 0.29%
8,489
+417
1 2
3
4 5