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
$105M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$610K
2
+$528K
3
+$413K
4
AMD icon
Advanced Micro Devices
AMD
+$332K
5
TEAM icon
Atlassian
TEAM
+$292K

Top Sells

1
+$452K
2
+$293K
3
+$291K
4
DE icon
Deere & Co
DE
+$277K
5
CCI icon
Crown Castle
CCI
+$262K

Sector Composition

1 Technology 22.19%
2 Financials 8.35%
3 Consumer Discretionary 8.03%
4 Healthcare 7.28%
5 Industrials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$472K 0.45%
1,473
+8
52
$471K 0.45%
2,562
+334
53
$471K 0.45%
684
+30
54
$466K 0.44%
4,722
-433
55
$464K 0.44%
2,447
-474
56
$463K 0.44%
3,929
+169
57
$462K 0.44%
5,882
+10
58
$458K 0.43%
2,346
+155
59
$453K 0.43%
3,845
+195
60
$447K 0.42%
1,179
+67
61
$445K 0.42%
6,950
+270
62
$441K 0.42%
2,138
+77
63
$417K 0.4%
1,943
+87
64
$417K 0.4%
11,261
+638
65
$413K 0.39%
3,080
-61
66
$401K 0.38%
7,221
+469
67
$400K 0.38%
3,748
+482
68
$398K 0.38%
4,610
+290
69
$381K 0.36%
4,032
+226
70
$381K 0.36%
1,974
+127
71
$377K 0.36%
857
+70
72
$373K 0.35%
4,348
+277
73
$368K 0.35%
1,662
+535
74
$357K 0.34%
4,116
+549
75
$343K 0.33%
1,896
+117
1 2
3
4 5