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
$101M
AUM Growth
-$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$299K
2
+$232K
3
+$228K
4
PGR icon
Progressive
PGR
+$220K
5
UBER icon
Uber
UBER
+$214K

Top Sells

1
+$569K
2
+$447K
3
+$446K
4
AAPL icon
Apple
AAPL
+$306K
5
TEAM icon
Atlassian
TEAM
+$292K

Sector Composition

1 Technology 21.87%
2 Financials 9.55%
3 Consumer Discretionary 7.76%
4 Healthcare 7.55%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$437K 0.43%
4,517
-156
52
$437K 0.43%
3,712
-36
53
$435K 0.43%
1,064
-16
54
$435K 0.43%
673
-11
55
$429K 0.43%
1,683
+15
56
$426K 0.42%
4,673
-49
57
$421K 0.42%
6,720
-230
58
$421K 0.42%
1,598
-50
59
$415K 0.41%
2,452
-110
60
$414K 0.41%
2,950
-130
61
$407K 0.4%
3,845
-84
62
$398K 0.4%
4,790
+180
63
$391K 0.39%
6,830
-255
64
$387K 0.38%
7,301
+80
65
$380K 0.38%
2,055
-83
66
$374K 0.37%
859
+2
67
$353K 0.35%
1,996
+22
68
$350K 0.35%
2,000
-447
69
$348K 0.35%
4,442
+326
70
$345K 0.34%
5,265
+54
71
$343K 0.34%
2,481
+240
72
$334K 0.33%
3,856
+11
73
$331K 0.33%
1,916
+20
74
$328K 0.33%
8,472
+246
75
$326K 0.32%
10,058
-1,203
1 2
3
4 5