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
101
$2.93M 0.23%
32,965
+2,030
102
$2.92M 0.23%
45,674
+13,699
103
$2.9M 0.23%
485,815
+206,780
104
$2.87M 0.23%
67,092
+6,676
105
$2.82M 0.22%
7,245
-175
106
$2.81M 0.22%
10,289
+2,366
107
$2.77M 0.22%
30,144
+986
108
$2.73M 0.22%
27,805
-3,711
109
$2.69M 0.21%
91,508
-3,992
110
$2.59M 0.2%
48,589
+9,385
111
$2.55M 0.2%
33,738
+2,600
112
$2.53M 0.2%
11,147
+2,413
113
$2.5M 0.2%
31,533
-986
114
$2.45M 0.19%
5,770
+242
115
$2.43M 0.19%
34,975
-4,933
116
$2.42M 0.19%
86,193
+6,716
117
$2.38M 0.19%
20,210
-224
118
$2.38M 0.19%
114,675
+497
119
$2.38M 0.19%
33,821
-7,933
120
$2.34M 0.18%
21,258
+174
121
$2.31M 0.18%
62,571
-1,344
122
$2.31M 0.18%
53,354
-4,958
123
$2.29M 0.18%
10,000
+2,326
124
$2.23M 0.18%
16,453
-4,290
125
$2.22M 0.18%
62,823
+17,258
3 4
5
6 7