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
51
$435K 0.31%
+4,143
52
$431K 0.31%
+13,586
53
$428K 0.31%
+4,270
54
$421K 0.3%
+11,420
55
$420K 0.3%
+1,936
56
$418K 0.3%
+2,499
57
$409K 0.29%
+2,783
58
$400K 0.29%
+12,156
59
$388K 0.28%
12,813
-19
60
$384K 0.27%
+3,673
61
$382K 0.27%
+718
62
$382K 0.27%
+879
63
$379K 0.27%
+2,277
64
$374K 0.27%
+6,353
65
$373K 0.27%
+5,843
66
$368K 0.26%
+6,738
67
$364K 0.26%
+4,589
68
$362K 0.26%
+6,515
69
$356K 0.25%
+5,790
70
$352K 0.25%
+1,124
71
$351K 0.25%
+1,300
72
$349K 0.25%
+5,002
73
$342K 0.24%
+10,288
74
$341K 0.24%
+23,323
75
$338K 0.24%
+1,279
1 2
3
4 5