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
$183M
AUM Growth
+$24.7M
(+16%)
Holding
181
Top Buys
| 1 | +$1.78M | |
| 2 | +$1.56M | |
| 3 | +$641K | |
| 4 |
Dimensional International High Profitability ETF
DIHP
|
+$579K |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
+$573K |
Top Sells
| 1 | +$639K | |
| 2 | +$578K | |
| 3 | +$515K | |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$390K |
| 5 |
Costco
COST
|
+$346K |
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
Texas Roadhouse
TXRH
$11.5B
| – | – |
-2,749
|
|
||
177
UnitedHealth
UNH
$258B
| – | – |
-811
|
|
||
178
Wingstop
WING
$6.13B
| – | – |
-617
|
|
||
179
Chipotle Mexican Grill
CMG
$45.7B
| – | – |
-4,627
|
|
||
180
UiPath
PATH
$6.26B
| – | – |
-15,243
|
|
||
181
Public Storage
PSA
$54.4B
| – | – |
-838
|
|