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
$84.6M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$506K
3
+$372K
4
CCI icon
Crown Castle
CCI
+$345K
5
PLD icon
Prologis
PLD
+$296K

Top Sells

1
+$1.19M
2
+$380K
3
+$282K
4
MRVL icon
Marvell Technology
MRVL
+$269K
5
LOW icon
Lowe's Companies
LOW
+$267K

Sector Composition

1 Technology 17.85%
2 Financials 9%
3 Healthcare 8.77%
4 Consumer Discretionary 7.51%
5 Industrials 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$363K 0.43%
11,660
-1,878
52
$363K 0.43%
2,176
+26
53
$345K 0.41%
+2,046
54
$341K 0.4%
3,609
-35
55
$341K 0.4%
1,960
+94
56
$339K 0.4%
7,367
-252
57
$328K 0.39%
1,378
+6
58
$326K 0.39%
1,196
+284
59
$325K 0.38%
3,503
+315
60
$325K 0.38%
3,179
+200
61
$319K 0.38%
660
-46
62
$317K 0.37%
1,413
-111
63
$307K 0.36%
2,978
64
$307K 0.36%
1,787
+223
65
$306K 0.36%
3,738
-52
66
$305K 0.36%
3,959
-239
67
$305K 0.36%
14,553
-2,606
68
$303K 0.36%
1,857
+22
69
$300K 0.35%
3,654
+343
70
$296K 0.35%
+2,519
71
$296K 0.35%
1,500
+45
72
$295K 0.35%
28,360
73
$294K 0.35%
3,276
+123
74
$289K 0.34%
2,877
75
$283K 0.33%
+3,310
1 2
3
4 5