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
101
$278K 0.2%
+17,601
102
$278K 0.2%
+862
103
$278K 0.2%
+1,698
104
$273K 0.2%
+4,184
105
$269K 0.19%
+7,286
106
$268K 0.19%
3,837
107
$262K 0.19%
+794
108
$255K 0.18%
+5,855
109
$251K 0.18%
1,200
+23
110
$250K 0.18%
+682
111
$249K 0.18%
+8,024
112
$246K 0.18%
+1,572
113
$245K 0.18%
+3,148
114
$245K 0.18%
+914
115
$242K 0.17%
+293
116
$241K 0.17%
+3,508
117
$235K 0.17%
+2,501
118
$235K 0.17%
+2,699
119
$234K 0.17%
5,610
+945
120
$233K 0.17%
+5,441
121
$232K 0.17%
+1,180
122
$231K 0.17%
+1,690
123
$231K 0.17%
+5,256
124
$225K 0.16%
+848
125
$224K 0.16%
+14,790
3 4
5
6 7