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
$102M
AUM Growth
-$6.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.19M
3
+$508K
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$318K
5
NVO icon
Novo Nordisk
NVO
+$311K

Top Sells

1
+$476K
2
+$431K
3
+$429K
4
NFLX icon
Netflix
NFLX
+$423K
5
CCI icon
Crown Castle
CCI
+$378K

Sector Composition

1 Technology 19.91%
2 Financials 9.31%
3 Healthcare 8.22%
4 Consumer Discretionary 7.96%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$393K 0.39%
1,853
-264
52
$388K 0.38%
2,351
+452
53
$380K 0.37%
4,040
+676
54
$380K 0.37%
2,300
-317
55
$369K 0.36%
28,360
56
$365K 0.36%
2,061
+100
57
$363K 0.36%
1,866
+361
58
$360K 0.35%
2,150
+137
59
$356K 0.35%
6,620
-220
60
$352K 0.35%
2,703
-78
61
$350K 0.34%
3,153
+611
62
$347K 0.34%
706
+49
63
$344K 0.34%
4,336
+643
64
$343K 0.34%
2,599
-41
65
$343K 0.34%
1,542
-1,091
66
$342K 0.34%
6,894
-549
67
$338K 0.33%
1,842
-244
68
$335K 0.33%
2,978
-489
69
$333K 0.33%
912
-10
70
$323K 0.32%
3,188
-231
71
$320K 0.31%
1,835
-12
72
$318K 0.31%
+7,407
73
$314K 0.31%
2,877
-513
74
$311K 0.31%
+5,610
75
$310K 0.3%
+747
1 2
3
4 5