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
51
$279K 0.14%
+1,204
52
$275K 0.14%
+6,787
53
$268K 0.14%
+6,703
54
$256K 0.13%
+2,870
55
$244K 0.12%
+5,545
56
$235K 0.12%
+472
57
$215K 0.11%
+5,018
58
$213K 0.11%
+405
59
$211K 0.11%
+1,259
60
$210K 0.11%
+522
1 2
3