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
$203M
AUM Growth
+$5.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.57M
3
+$1.56M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.37M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.31M

Top Sells

1
+$463K
2
+$432K
3
+$210K
4
CVIE icon
Calvert International Responsible Index ETF
CVIE
+$205K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$121K

Sector Composition

1 Technology 2.48%
2 Financials 2.33%
3 Communication Services 1.26%
4 Consumer Discretionary 0.95%
5 Industrials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$970K 0.48%
3,974
-371
27
$959K 0.47%
43,449
28
$945K 0.47%
12,338
+324
29
$784K 0.39%
24,515
-694
30
$727K 0.36%
6,956
31
$722K 0.36%
13,372
-147
32
$714K 0.35%
7,233
+47
33
$680K 0.34%
1,210
-3
34
$664K 0.33%
3,176
-277
35
$646K 0.32%
8,088
-1,407
36
$469K 0.23%
880
+36
37
$450K 0.22%
2,253
-169
38
$443K 0.22%
12,420
-1,168
39
$434K 0.21%
16,132
-3,879
40
$425K 0.21%
738
+23
41
$419K 0.21%
748
-21
42
$416K 0.21%
5,504
43
$369K 0.18%
787
-80
44
$331K 0.16%
1,351
+32
45
$313K 0.15%
2,024
+82
46
$313K 0.15%
330
+6
47
$311K 0.15%
1,988
+27
48
$305K 0.15%
6,728
+25
49
$290K 0.14%
6,888
+101
50
$283K 0.14%
3,040
+170
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2
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