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
176
$1.61M 0.13%
14,798
+2,016
177
$1.59M 0.13%
13,135
-16
178
$1.57M 0.12%
79,520
-3,700
179
$1.56M 0.12%
14,625
180
$1.55M 0.12%
16,845
-160
181
$1.54M 0.12%
35,600
+2,310
182
$1.54M 0.12%
37,018
+8,034
183
$1.53M 0.12%
35,891
+3,708
184
$1.53M 0.12%
411
+42
185
$1.51M 0.12%
16,446
+1,839
186
$1.51M 0.12%
61,358
+1,475
187
$1.49M 0.12%
56,270
-6,734
188
$1.48M 0.12%
25,160
+6,148
189
$1.47M 0.12%
11,155
-1,483
190
$1.47M 0.12%
7,196
+3,105
191
$1.47M 0.12%
3,791
-273
192
$1.44M 0.11%
11,610
-1,372
193
$1.42M 0.11%
12,666
+387
194
$1.41M 0.11%
78,685
195
$1.41M 0.11%
21,753
-2,275
196
$1.4M 0.11%
2,755
+98
197
$1.4M 0.11%
35,386
-900
198
$1.39M 0.11%
78,375
199
$1.38M 0.11%
30,264
+18,785
200
$1.38M 0.11%
22,200
-948
6 7
8
9 10