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
$114M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.87M
3
+$369K
4
MELI icon
Mercado Libre
MELI
+$344K
5
KAI icon
Kadant
KAI
+$337K

Top Sells

1
+$3.46M
2
+$771K
3
+$567K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$425K
5
MDT icon
Medtronic
MDT
+$348K

Sector Composition

1 Technology 22.22%
2 Financials 9.53%
3 Consumer Discretionary 7.57%
4 Industrials 6.38%
5 Healthcare 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$504K 0.44%
1,413
-1,192
52
$495K 0.44%
3,027
+77
53
$493K 0.43%
4,420
-370
54
$487K 0.43%
1,075
+11
55
$484K 0.43%
2,151
+187
56
$476K 0.42%
4,321
-196
57
$472K 0.41%
6,020
-700
58
$467K 0.41%
1,574
-24
59
$460K 0.4%
7,277
-24
60
$457K 0.4%
4,760
+87
61
$454K 0.4%
2,799
+318
62
$449K 0.4%
11,917
+1,859
63
$440K 0.39%
4,676
-315
64
$432K 0.38%
5,244
-21
65
$426K 0.38%
2,032
-23
66
$424K 0.37%
3,774
-82
67
$417K 0.37%
2,456
+4
68
$411K 0.36%
9,491
+1,710
69
$408K 0.36%
4,248
+1,360
70
$405K 0.36%
6,584
+1,930
71
$392K 0.35%
3,721
-124
72
$390K 0.34%
1,871
-45
73
$385K 0.34%
1,987
-9
74
$377K 0.33%
2,555
-614
75
$369K 0.33%
+2,942
1 2
3
4 5