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
$84.6M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$506K
3
+$372K
4
CCI icon
Crown Castle
CCI
+$345K
5
PLD icon
Prologis
PLD
+$296K

Top Sells

1
+$1.19M
2
+$380K
3
+$282K
4
MRVL icon
Marvell Technology
MRVL
+$269K
5
LOW icon
Lowe's Companies
LOW
+$267K

Sector Composition

1 Technology 17.85%
2 Financials 9%
3 Healthcare 8.77%
4 Consumer Discretionary 7.51%
5 Industrials 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$531K 0.63%
4,883
-219
27
$528K 0.62%
2,894
-39
28
$515K 0.61%
4,520
-89
29
$512K 0.6%
12,001
-575
30
$505K 0.6%
2,794
-45
31
$492K 0.58%
6,349
+53
32
$487K 0.58%
897
-27
33
$481K 0.57%
1,247
+7
34
$481K 0.57%
31,730
-2,420
35
$479K 0.57%
9,436
+832
36
$450K 0.53%
15,181
37
$445K 0.53%
1,412
+85
38
$442K 0.52%
922
+98
39
$432K 0.51%
907
+42
40
$431K 0.51%
5,647
+1,298
41
$424K 0.5%
985
+32
42
$423K 0.5%
2,945
+27
43
$415K 0.49%
2,937
+234
44
$411K 0.49%
4,162
+122
45
$396K 0.47%
7,106
+1,496
46
$395K 0.47%
648
+1
47
$393K 0.46%
2,692
+341
48
$390K 0.46%
2,195
+134
49
$372K 0.44%
+5,296
50
$368K 0.43%
1,492
+447
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2
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