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
51
$266K 0.13%
9,436
52
$246K 0.12%
951
+144
53
$243K 0.12%
737
-154
54
$241K 0.12%
475
+3
55
$235K 0.12%
5,622
+77
56
$231K 0.11%
421
+16
57
$226K 0.11%
1,324
+65
58
$225K 0.11%
5,151
+133
59
$215K 0.11%
1,282
+78
60
$205K 0.1%
+373
61
$205K 0.1%
+248
62
– –
-522
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