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
$140M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$855K
3
+$846K
4
NVDA icon
NVIDIA
NVDA
+$796K
5
RBLX icon
Roblox
RBLX
+$747K

Top Sells

1
+$691K
2
+$684K
3
+$291K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$209K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$198K

Sector Composition

1 Technology 10.24%
2 Healthcare 5.22%
3 Consumer Discretionary 4.84%
4 Financials 4.37%
5 Industrials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$712K 0.51%
+4,870
27
$707K 0.51%
+11,683
28
$678K 0.48%
3,563
+1,568
29
$670K 0.48%
+2,640
30
$669K 0.48%
21,407
+355
31
$661K 0.47%
+3,762
32
$621K 0.44%
23,684
+5
33
$606K 0.43%
+9,987
34
$600K 0.43%
+7,748
35
$599K 0.43%
+12,743
36
$599K 0.43%
+1,169
37
$582K 0.42%
+4,872
38
$554K 0.4%
10,760
39
$548K 0.39%
+119
40
$511K 0.37%
+2,795
41
$505K 0.36%
+7,111
42
$485K 0.35%
+858
43
$475K 0.34%
+1,794
44
$467K 0.33%
+586
45
$461K 0.33%
+6,519
46
$447K 0.32%
+2,105
47
$446K 0.32%
+9,457
48
$445K 0.32%
+2,805
49
$438K 0.31%
+836
50
$436K 0.31%
+1,429
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