KWA

Kondo Wealth Advisors Portfolio holdings

AUM $248M
1-Year Est. Return 12.84%
This Quarter Est. Return
1 Year Est. Return
+12.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$34.2M
2
+$22.7M
3
+$19.3M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$14.2M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$14.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.82%
2 Financials 2.46%
3 Communication Services 1.26%
4 Consumer Discretionary 1.09%
5 Industrials 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$948K 0.48%
+17,994
27
$923K 0.47%
+4,345
28
$898K 0.46%
+12,014
29
$866K 0.44%
+25,209
30
$801K 0.41%
+6,956
31
$800K 0.41%
+7,186
32
$768K 0.39%
+9,495
33
$714K 0.36%
+1,213
34
$706K 0.36%
+13,519
35
$702K 0.36%
+3,453
36
$535K 0.27%
+2,422
37
$517K 0.26%
+20,011
38
$465K 0.24%
+13,588
39
$451K 0.23%
+769
40
$443K 0.23%
+867
41
$419K 0.21%
+715
42
$387K 0.2%
+5,504
43
$383K 0.19%
+844
44
$373K 0.19%
+1,961
45
$368K 0.19%
+1,942
46
$326K 0.17%
+807
47
$323K 0.16%
+891
48
$316K 0.16%
+1,319
49
$298K 0.15%
+324
50
$290K 0.15%
+9,436
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