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
151
$1.88M 0.15%
6,449
+202
152
$1.87M 0.15%
23,635
-3,551
153
$1.84M 0.15%
27,356
+4,509
154
$1.84M 0.15%
3,606
+588
155
$1.83M 0.14%
19,180
+2,337
156
$1.82M 0.14%
111,727
+13,172
157
$1.82M 0.14%
5,498
+288
158
$1.81M 0.14%
28,573
+1,155
159
$1.81M 0.14%
17,963
-127
160
$1.81M 0.14%
9,961
+2,963
161
$1.81M 0.14%
9,896
+225
162
$1.8M 0.14%
75,530
+277
163
$1.76M 0.14%
39,323
+3,823
164
$1.74M 0.14%
121,559
-10,158
165
$1.7M 0.13%
53,563
-15,881
166
$1.69M 0.13%
6,120
+875
167
$1.69M 0.13%
18,029
-1,346
168
$1.68M 0.13%
15,089
+540
169
$1.66M 0.13%
9,111
-3,876
170
$1.65M 0.13%
12,817
+507
171
$1.64M 0.13%
13,323
+1,611
172
$1.63M 0.13%
5,721
+361
173
$1.62M 0.13%
23,872
-4,586
174
$1.62M 0.13%
49,505
+3,711
175
$1.61M 0.13%
50,161
-663
5 6
7
8 9