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
$140M
AUM Growth
+$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$509K
2
+$477K
3
+$417K
4
SPOT icon
Spotify
SPOT
+$377K
5
CP icon
Canadian Pacific Kansas City
CP
+$374K

Top Sells

1
+$726K
2
+$611K
3
+$293K
4
CBRE icon
CBRE Group
CBRE
+$273K
5
MSCI icon
MSCI
MSCI
+$256K

Sector Composition

1 Technology 24.13%
2 Financials 9.16%
3 Consumer Discretionary 6.65%
4 Healthcare 6.49%
5 Industrials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$937K 0.67%
5,683
+386
27
$883K 0.63%
1,848
+654
28
$818K 0.59%
2,697
-213
29
$794K 0.57%
776
-18
30
$792K 0.57%
4,930
+560
31
$785K 0.56%
1,195
+77
32
$784K 0.56%
996
+62
33
$766K 0.55%
12,785
+37
34
$757K 0.54%
4,837
+440
35
$748K 0.54%
1,697
+34
36
$745K 0.53%
7,353
+2,522
37
$724K 0.52%
1,773
+68
38
$714K 0.51%
1,754
+143
39
$677K 0.49%
4,020
+2
40
$671K 0.48%
2,146
+268
41
$662K 0.47%
3,071
+2
42
$660K 0.47%
10,532
-268
43
$656K 0.47%
1,536
-19
44
$650K 0.47%
6,100
+350
45
$649K 0.46%
2,748
+93
46
$641K 0.46%
2,471
+86
47
$630K 0.45%
2,785
+91
48
$591K 0.42%
4,986
+110
49
$590K 0.42%
3,392
+963
50
$585K 0.42%
12,316
-823
1
2
3 4 5