KRW

Kaufman Rossin Wealth Portfolio holdings

AUM $183M
1-Year Est. Return 16.49%
This Quarter Est. Return
1 Year Est. Return
+16.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$12.7M
3
+$8.87M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$7.45M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.51M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.31%
2 Consumer Staples 0.5%
3 Consumer Discretionary 0.45%
4 Communication Services 0.28%
5 Healthcare 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$502K 0.52%
+3,735
27
$488K 0.5%
+533
28
$438K 0.45%
+1,995
29
$348K 0.36%
+12,832
30
$319K 0.33%
+795
31
$297K 0.31%
+504
32
$273K 0.28%
+1,442
33
$254K 0.26%
+3,837
34
$221K 0.23%
+2,340
35
$209K 0.22%
+1,177
36
$209K 0.22%
+1,962
37
$205K 0.21%
+4,665
1
2