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
$131M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$707K
2
+$650K
3
+$400K
4
MCHP icon
Microchip Technology
MCHP
+$393K
5
MSFT icon
Microsoft
MSFT
+$335K

Top Sells

1
+$535K
2
+$309K
3
+$257K
4
PKST
Peakstone Realty Trust
PKST
+$233K
5
MDLZ icon
Mondelez International
MDLZ
+$224K

Sector Composition

1 Technology 22.44%
2 Financials 9.82%
3 Consumer Discretionary 7.26%
4 Healthcare 6.76%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$579K 0.44%
4,370
-50
52
$559K 0.43%
5,750
-270
53
$548K 0.42%
2,655
-144
54
$538K 0.41%
1,815
+27
55
$535K 0.41%
4,703
+382
56
$534K 0.41%
1,878
+4
57
$525K 0.4%
6,819
+235
58
$520K 0.4%
1,845
+271
59
$520K 0.4%
2,512
+599
60
$510K 0.39%
3,888
+114
61
$490K 0.37%
3,295
-196
62
$489K 0.37%
11,645
-272
63
$487K 0.37%
2,698
+143
64
$480K 0.37%
7,284
+7
65
$480K 0.37%
1,056
-19
66
$476K 0.36%
3,652
+970
67
$456K 0.35%
5,202
-42
68
$448K 0.34%
1,487
+200
69
$445K 0.34%
9,962
+471
70
$443K 0.34%
4,831
+155
71
$435K 0.33%
2,488
+32
72
$423K 0.32%
4,625
-135
73
$408K 0.31%
3,511
+13
74
$400K 0.31%
+9,881
75
$398K 0.3%
1,873
+2
1 2
3
4 5