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
126
$2.2M 0.17%
100,054
-2,641
127
$2.17M 0.17%
41,304
+841
128
$2.17M 0.17%
23,596
+1,250
129
$2.16M 0.17%
6,921
-1,229
130
$2.15M 0.17%
24,330
-12,905
131
$2.13M 0.17%
9,740
-1,452
132
$2.12M 0.17%
29,206
+4,850
133
$2.1M 0.17%
26,289
+729
134
$2.09M 0.16%
27,592
-609
135
$2.07M 0.16%
11,155
-1,757
136
$2.04M 0.16%
20,299
-1,827
137
$2.04M 0.16%
26,927
+238
138
$2.04M 0.16%
9,466
-1,034
139
$2.03M 0.16%
8,110
+952
140
$2.01M 0.16%
68,325
-4,021
141
$1.99M 0.16%
8,136
-359
142
$1.98M 0.16%
3,733
+374
143
$1.97M 0.16%
7,664
+513
144
$1.97M 0.16%
16,082
-6,866
145
$1.95M 0.15%
17,866
-2,235
146
$1.95M 0.15%
12,760
+669
147
$1.94M 0.15%
323,094
+10,000
148
$1.92M 0.15%
41,579
+2,255
149
$1.92M 0.15%
20,595
+1,651
150
$1.89M 0.15%
38,622
+4,775
4 5
6
7 8