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
$102M
AUM Growth
-$6.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.19M
3
+$508K
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$318K
5
NVO icon
Novo Nordisk
NVO
+$311K

Top Sells

1
+$476K
2
+$431K
3
+$429K
4
NFLX icon
Netflix
NFLX
+$423K
5
CCI icon
Crown Castle
CCI
+$378K

Sector Composition

1 Technology 19.91%
2 Financials 9.31%
3 Healthcare 8.22%
4 Consumer Discretionary 7.96%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$629K 0.62%
4,609
+422
27
$629K 0.62%
2,933
+37
28
$604K 0.59%
5,102
+179
29
$596K 0.58%
1,240
+121
30
$578K 0.57%
865
+15
31
$558K 0.55%
13,538
+6
32
$547K 0.54%
1,524
+417
33
$546K 0.54%
924
-31
34
$538K 0.53%
6,552
+804
35
$533K 0.52%
6,296
+251
36
$525K 0.52%
15,181
37
$508K 0.5%
+11,241
38
$494K 0.48%
647
+51
39
$475K 0.47%
824
+137
40
$474K 0.47%
1,327
+83
41
$446K 0.44%
2,839
-480
42
$446K 0.44%
2,918
+75
43
$438K 0.43%
8,604
+653
44
$421K 0.41%
953
+134
45
$412K 0.4%
1,372
+127
46
$405K 0.4%
7,619
+479
47
$402K 0.39%
3,644
-231
48
$401K 0.39%
2,979
+123
49
$396K 0.39%
4,349
-963
50
$395K 0.39%
3,790
-691
1
2
3 4 5