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
$114M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.87M
3
+$369K
4
MELI icon
Mercado Libre
MELI
+$344K
5
KAI icon
Kadant
KAI
+$337K

Top Sells

1
+$3.46M
2
+$771K
3
+$567K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$425K
5
MDT icon
Medtronic
MDT
+$348K

Sector Composition

1 Technology 22.22%
2 Financials 9.53%
3 Consumer Discretionary 7.57%
4 Industrials 6.38%
5 Healthcare 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$693K 0.61%
6,699
-43
27
$691K 0.61%
2,815
+215
28
$683K 0.6%
3,172
-95
29
$676K 0.6%
1,082
-38
30
$673K 0.59%
952
-70
31
$668K 0.59%
13,224
-856
32
$665K 0.58%
12,767
+606
33
$653K 0.57%
1,530
+21
34
$639K 0.56%
967
-26
35
$635K 0.56%
14,474
-1,167
36
$618K 0.54%
4,146
-302
37
$611K 0.54%
3,066
-56
38
$589K 0.52%
778
-7
39
$577K 0.51%
1,704
+36
40
$571K 0.5%
1,502
-7
41
$569K 0.5%
4,778
-31
42
$549K 0.48%
3,491
-101
43
$547K 0.48%
1,030
-16
44
$546K 0.48%
4,102
+27
45
$541K 0.48%
666
-7
46
$540K 0.48%
1,874
+201
47
$516K 0.45%
1,788
+105
48
$515K 0.45%
11,250
-750
49
$508K 0.45%
2,361
-12
50
$505K 0.44%
2,452
-52
1
2
3 4 5