KWA
Kondo Wealth Advisors Portfolio holdings
AUM
$226M
1 Year Est. Return
–
AUM
$203M
AUM Growth
+$5.77M
(+2.9%)
Holding
62
Top Buys
| 1 | +$1.84M | |
| 2 | +$1.57M | |
| 3 | +$1.56M | |
| 4 |
Avantis International Small Cap Value ETF
AVDV
|
+$1.37M |
| 5 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$1.31M |
Top Sells
| 1 | +$463K | |
| 2 | +$432K | |
| 3 | +$210K | |
| 4 |
Calvert International Responsible Index ETF
CVIE
|
+$205K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Dimensional US Small Cap Value ETF
DFSV
$5.21B
| $266K | 0.13% |
9,436
|
|
||
52
Tesla
TSLA
$1.46T
| $246K | 0.12% |
951
+144
|
|
||
53
Caterpillar
CAT
$247B
| $243K | 0.12% |
737
-154
|
|
||
54
S&P Global
SPGI
$144B
| $241K | 0.12% |
475
+3
|
|
||
55
Bank of America
BAC
$376B
| $235K | 0.12% |
5,622
+77
|
|
||
56
Mastercard
MA
$507B
| $231K | 0.11% |
421
+16
|
|
||
57
Procter & Gamble
PG
$354B
| $226K | 0.11% |
1,324
+65
|
|
||
58
SPDR Dow Jones Global Real Estate ETF
RWO
$1.14B
| $225K | 0.11% |
5,151
+133
|
|
||
59
Broadcom
AVGO
$1.65T
| $215K | 0.11% |
1,282
+78
|
|
||
60
Spotify
SPOT
$138B
| $205K | 0.1% |
+373
|
|
||
61
Eli Lilly
LLY
$720B
| $205K | 0.1% |
+248
|
|
||
62
iShares Russell 1000 Growth ETF
IWF
$122B
| – | – |
-522
|
|