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
$105M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$610K
2
+$528K
3
+$413K
4
AMD icon
Advanced Micro Devices
AMD
+$332K
5
TEAM icon
Atlassian
TEAM
+$292K

Top Sells

1
+$452K
2
+$293K
3
+$291K
4
DE icon
Deere & Co
DE
+$277K
5
CCI icon
Crown Castle
CCI
+$262K

Sector Composition

1 Technology 22.19%
2 Financials 8.35%
3 Consumer Discretionary 8.03%
4 Healthcare 7.28%
5 Industrials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$628K 0.6%
2,231
+806
27
$627K 0.59%
15,121
-450
28
$610K 0.58%
+1,385
29
$593K 0.56%
3,231
+205
30
$585K 0.56%
809
+64
31
$583K 0.55%
3,087
+204
32
$563K 0.53%
4,030
+267
33
$562K 0.53%
12,708
-567
34
$553K 0.52%
1,040
+34
35
$542K 0.51%
1,397
-30
36
$536K 0.51%
2,617
+17
37
$532K 0.5%
970
+181
38
$530K 0.5%
12,550
-1,600
39
$530K 0.5%
5,422
+308
40
$528K 0.5%
+18,650
41
$527K 0.5%
4,820
+230
42
$516K 0.49%
7,085
+416
43
$505K 0.48%
1,108
-278
44
$503K 0.48%
4,673
-84
45
$501K 0.48%
1,510
+78
46
$500K 0.47%
972
+64
47
$494K 0.47%
1,080
+55
48
$491K 0.47%
2,476
+156
49
$485K 0.46%
1,648
+27
50
$479K 0.45%
1,668
+82
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