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
$101M
AUM Growth
-$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$299K
2
+$232K
3
+$228K
4
PGR icon
Progressive
PGR
+$220K
5
UBER icon
Uber
UBER
+$214K

Top Sells

1
+$569K
2
+$447K
3
+$446K
4
AAPL icon
Apple
AAPL
+$306K
5
TEAM icon
Atlassian
TEAM
+$292K

Sector Composition

1 Technology 21.87%
2 Financials 9.55%
3 Consumer Discretionary 7.76%
4 Healthcare 7.55%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$694K 0.69%
15,641
+520
27
$687K 0.68%
3,267
+36
28
$629K 0.62%
1,465
+80
29
$613K 0.61%
6,742
+860
30
$610K 0.61%
4,075
+45
31
$598K 0.59%
1,509
+112
32
$572K 0.57%
1,120
+12
33
$571K 0.57%
1,022
+52
34
$561K 0.56%
993
-47
35
$560K 0.56%
3,592
+2
36
$557K 0.55%
3,122
+35
37
$555K 0.55%
4,809
-11
38
$529K 0.53%
1,046
+74
39
$529K 0.53%
2,600
-17
40
$519K 0.51%
12,161
-547
41
$497K 0.49%
1,509
-1
42
$493K 0.49%
1,668
+195
43
$490K 0.49%
4,075
+43
44
$486K 0.48%
2,504
+28
45
$469K 0.47%
2,373
+27
46
$462K 0.46%
785
-24
47
$462K 0.46%
4,991
-431
48
$450K 0.45%
1,673
+11
49
$448K 0.44%
1,964
+21
50
$440K 0.44%
12,000
-550
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