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
201
$1.38M 0.11%
9,207
-1,009
202
$1.37M 0.11%
9,462
+2,778
203
$1.37M 0.11%
29,478
+18,733
204
$1.36M 0.11%
+49,335
205
$1.36M 0.11%
38,665
-30
206
$1.36M 0.11%
2,725
-10
207
$1.35M 0.11%
15,006
208
$1.34M 0.11%
55,136
+1,573
209
$1.33M 0.11%
3,363
-1
210
$1.31M 0.1%
21,886
+4,429
211
$1.31M 0.1%
222,547
-17,876
212
$1.31M 0.1%
68,777
+6,940
213
$1.3M 0.1%
15,578
-1,970
214
$1.3M 0.1%
6,320
+585
215
$1.3M 0.1%
13,172
+3,480
216
$1.28M 0.1%
11,716
+979
217
$1.26M 0.1%
12,092
+3,234
218
$1.26M 0.1%
59,518
+5,411
219
$1.26M 0.1%
20,050
-946
220
$1.26M 0.1%
43,410
-13,488
221
$1.25M 0.1%
11,404
-1,682
222
$1.25M 0.1%
24,647
-13,842
223
$1.24M 0.1%
26,844
-5,595
224
$1.24M 0.1%
13,379
+2,562
225
$1.24M 0.1%
+24,425
7 8
9
10 11