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
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$8.34M
3
+$5.62M
4
AAPL icon
Apple
AAPL
+$4.6M
5
AMZN icon
Amazon
AMZN
+$3.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.16%
2 Financials 9.67%
3 Consumer Discretionary 8.51%
4 Healthcare 7.78%
5 Industrials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$415K 0.38%
+2,640
52
$413K 0.38%
+7,951
53
$409K 0.38%
+7,710
54
$403K 0.37%
+2,073
55
$401K 0.37%
+7,140
56
$398K 0.37%
+2,617
57
$394K 0.36%
+3,361
58
$393K 0.36%
+2,086
59
$390K 0.36%
+687
60
$390K 0.36%
+1,107
61
$390K 0.36%
+28,360
62
$382K 0.35%
+2,457
63
$380K 0.35%
+4,719
64
$378K 0.35%
+1,812
65
$378K 0.35%
+777
66
$376K 0.35%
+1,245
67
$376K 0.35%
+2,103
68
$375K 0.35%
+2,447
69
$372K 0.34%
+2,781
70
$367K 0.34%
+6,362
71
$365K 0.34%
+1,496
72
$364K 0.34%
+955
73
$363K 0.34%
+4,146
74
$361K 0.33%
+922
75
$359K 0.33%
+7,443
1 2
3
4 5