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
76
$3.66M 0.29%
16,150
+2,707
77
$3.64M 0.29%
5
78
$3.61M 0.28%
57,506
+5,290
79
$3.61M 0.28%
58,154
+8,080
80
$3.57M 0.28%
28,158
+1,350
81
$3.55M 0.28%
128,255
+5,898
82
$3.52M 0.28%
23,778
-464
83
$3.4M 0.27%
48,046
+1,135
84
$3.4M 0.27%
14,593
-136
85
$3.38M 0.27%
67,999
-9,388
86
$3.38M 0.27%
30,204
+1,870
87
$3.36M 0.27%
9,152
-84
88
$3.3M 0.26%
11,832
+642
89
$3.24M 0.26%
11,573
+1,054
90
$3.24M 0.26%
11,098
-255
91
$3.21M 0.25%
30,491
-240
92
$3.16M 0.25%
22,063
+1,655
93
$3.12M 0.25%
22,500
+3,856
94
$3.12M 0.25%
5,552
-72
95
$3.1M 0.24%
27,545
+13,151
96
$3.05M 0.24%
12,537
-644
97
$3.03M 0.24%
44,891
+15,136
98
$3.02M 0.24%
10,652
-315
99
$3M 0.24%
62,843
+1,515
100
$2.95M 0.23%
33,915
+1,701
2 3
4
5 6