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
76
$333K 0.24%
+583
77
$330K 0.24%
+3,676
78
$330K 0.24%
+1,493
79
$328K 0.23%
+974
80
$321K 0.23%
+718
81
$320K 0.23%
+1,877
82
$320K 0.23%
+1,927
83
$319K 0.23%
+8,129
84
$319K 0.23%
+4,524
85
$316K 0.23%
+4,297
86
$310K 0.22%
+4,728
87
$308K 0.22%
+17,909
88
$308K 0.22%
+3,263
89
$303K 0.22%
+3,669
90
$298K 0.21%
+4,090
91
$297K 0.21%
+1,765
92
$293K 0.21%
+4,325
93
$291K 0.21%
+6,908
94
$287K 0.21%
795
95
$287K 0.21%
1,854
+412
96
$286K 0.2%
+6,971
97
$283K 0.2%
+4,329
98
$283K 0.2%
504
99
$282K 0.2%
+1,995
100
$280K 0.2%
+3,489
2 3
4
5 6