KRW
Kaufman Rossin Wealth Portfolio holdings
AUM
$192M
1-Year Est. Return
24.75%
This Fund
S&P 500
1 Year Est. Return
+24.75%
AUM
$192M
AUM Growth
+$9.39M
(+5.1%)
Holding
179
Top Buys
| 1 | +$967K | |
| 2 | +$758K | |
| 3 | +$684K | |
| 4 |
Bristol-Myers Squibb
BMY
|
+$561K |
| 5 |
PG&E
PCG
|
+$492K |
Top Sells
| 1 | +$719K | |
| 2 | +$679K | |
| 3 | +$536K | |
| 4 |
Chewy
CHWY
|
+$351K |
| 5 |
News Corp Class A
NWSA
|
+$343K |
Sector Composition
| 1 | Technology | 10.87% |
| 2 | Healthcare | 4.86% |
| 3 | Consumer Discretionary | 3.99% |
| 4 | Industrials | 3.98% |
| 5 | Financials | 2.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Hilton Worldwide
HLT
$69.6B
| – | – |
-820
|
|
||
177
Nutanix
NTNX
$10.6B
| – | – |
-2,932
|
|
||
|
178
News Corp Class A
NWSA
$13.6B
| – | – |
-11,161
|
|
||
179
Oracle
ORCL
$436B
| – | – |
-986
|
|