KRW
Kaufman Rossin Wealth Portfolio holdings
AUM
$192M
1-Year Est. Return
24.75%
1 Year Est. Return
+24.75%
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
Wingstop
WING
$7.66B
| – | – |
-617
|
|
||
177
Extra Space Storage
EXR
$30.5B
| – | – |
-1,529
|
|
||
178
Freeport-McMoran
FCX
$85.5B
| – | – |
-7,134
|
|
||
179
Fortinet
FTNT
$61B
| – | – |
-5,468
|
|
||
180
Halliburton
HAL
$29.2B
| – | – |
-9,820
|
|
||
181
FMC
FMC
$2.01B
| – | – |
-4,922
|
|