KWA
Kondo Wealth Advisors Portfolio holdings
AUM
$226M
This Quarter Return
-1.34%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$197M
AUM Growth
–
Cap. Flow
+$197M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
74.45%
Holding
60
New
60
Increased
–
Reduced
–
Closed
–
Top Buys
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Broadcom
AVGO
$1.58T
| $279K | 0.14% |
+1,204
| New | +$279K |
|
52
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.13B
| $275K | 0.14% |
+6,787
| New | +$275K |
|
53
Verizon
VZ
$187B
| $268K | 0.14% |
+6,703
| New | +$268K |
|
54
Netflix
NFLX
$529B
| $256K | 0.13% |
+287
| New | +$256K |
|
55
Bank of America
BAC
$369B
| $244K | 0.12% |
+5,545
| New | +$244K |
|
56
S&P Global
SPGI
$164B
| $235K | 0.12% |
+472
| New | +$235K |
|
57
SPDR Dow Jones Global Real Estate ETF
RWO
$1.14B
| $215K | 0.11% |
+5,018
| New | +$215K |
|
58
Mastercard
MA
$528B
| $213K | 0.11% |
+405
| New | +$213K |
|
59
Procter & Gamble
PG
$375B
| $211K | 0.11% |
+1,259
| New | +$211K |
|
60
iShares Russell 1000 Growth ETF
IWF
$117B
| $210K | 0.11% |
+522
| New | +$210K |
|