KWM

Kolinsky Wealth Management Portfolio holdings

AUM $164M
1-Year Est. Return 29.69%
This Quarter Est. Return
1 Year Est. Return
+29.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$8.34M
3
+$5.62M
4
AAPL icon
Apple
AAPL
+$4.6M
5
AMZN icon
Amazon
AMZN
+$3.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.16%
2 Financials 9.67%
3 Consumer Discretionary 8.51%
4 Healthcare 7.78%
5 Industrials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$674K 0.62%
+13,383
27
$667K 0.62%
+4,929
28
$637K 0.59%
+955
29
$621K 0.57%
+5,312
30
$621K 0.57%
+2,896
31
$602K 0.56%
+13,532
32
$572K 0.53%
+4,187
33
$564K 0.52%
+6,045
34
$546K 0.51%
+596
35
$539K 0.5%
+4,481
36
$534K 0.49%
+15,181
37
$509K 0.47%
+3,319
38
$492K 0.46%
+6,840
39
$490K 0.45%
+2,117
40
$476K 0.44%
+2,823
41
$476K 0.44%
+2,856
42
$471K 0.44%
+3,390
43
$465K 0.43%
+2,843
44
$448K 0.41%
+3,875
45
$447K 0.41%
+1,244
46
$442K 0.41%
+3,467
47
$440K 0.41%
+5,748
48
$431K 0.4%
+3,130
49
$429K 0.4%
+2,550
50
$423K 0.39%
+7,020
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