KRW
Kaufman Rossin Wealth Portfolio holdings
AUM
$183M
1-Year Est. Return
16.49%
1 Year Est. Return
+16.49%
AUM
$183M
AUM Growth
+$24.7M
(+16%)
Holding
181
Top Buys
| 1 | +$1.84M | |
| 2 | +$1.62M | |
| 3 | +$679K | |
| 4 |
Dimensional International High Profitability ETF
DIHP
|
+$591K |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
+$590K |
Top Sells
| 1 | +$665K | |
| 2 | +$578K | |
| 3 | +$515K | |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$403K |
| 5 |
MSCI
MSCI
|
+$342K |
Sector Composition
| 1 | Technology | 11.16% |
| 2 | Consumer Discretionary | 4.2% |
| 3 | Industrials | 3.97% |
| 4 | Healthcare | 3.92% |
| 5 | Financials | 2.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
UiPath
PATH
$10.2B
| – | – |
-15,243
|
|
||
177
Public Storage
PSA
$47.3B
| – | – |
-838
|
|
||
178
Royal Gold
RGLD
$16.7B
| – | – |
-1,698
|
|
||
179
Robert Half
RHI
$2.7B
| – | – |
-7,765
|
|
||
|
SKX
180
DELISTED
Skechers
SKX
| – | – |
-3,339
|
|
||
181
Atlassian
TEAM
$42.3B
| – | – |
-1,571
|
|