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
126
$223K 0.16%
+909
127
$219K 0.16%
+1,485
128
$219K 0.16%
+2,923
129
$218K 0.16%
+344
130
$218K 0.16%
+2,446
131
$218K 0.16%
+3,765
132
$212K 0.15%
+437
133
$211K 0.15%
+4,202
134
$210K 0.15%
+802
135
$209K 0.15%
+9,577
136
$207K 0.15%
+7,462
137
$206K 0.15%
+4,929
138
$203K 0.14%
+616
139
$202K 0.14%
+1,537
140
$202K 0.14%
+1,370
141
$201K 0.14%
+349
142
$198K 0.14%
+16,670
143
$195K 0.14%
+13,070
144
$179K 0.13%
+11,605
145
$162K 0.12%
+10,447
146
$159K 0.11%
+15,850
147
$144K 0.1%
+23,259
148
$122K 0.09%
+11,497
149
$106K 0.08%
+12,961
150
$8.73K 0.01%
+856
3 4 5
6
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