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
$140M
AUM Growth
+$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$509K
2
+$477K
3
+$417K
4
SPOT icon
Spotify
SPOT
+$377K
5
CP icon
Canadian Pacific Kansas City
CP
+$374K

Top Sells

1
+$726K
2
+$611K
3
+$293K
4
CBRE icon
CBRE Group
CBRE
+$273K
5
MSCI icon
MSCI
MSCI
+$256K

Sector Composition

1 Technology 24.13%
2 Financials 9.16%
3 Consumer Discretionary 6.65%
4 Healthcare 6.49%
5 Industrials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$581K 0.42%
2,456
+1
52
$576K 0.41%
731
+25
53
$564K 0.4%
3,260
+144
54
$563K 0.4%
3,988
-218
55
$546K 0.39%
7,710
+1,541
56
$523K 0.37%
3,998
+110
57
$522K 0.37%
5,026
+323
58
$518K 0.37%
1,110
+54
59
$509K 0.36%
+1,160
60
$502K 0.36%
6,906
+87
61
$486K 0.35%
1,858
+43
62
$485K 0.35%
2,335
-177
63
$470K 0.34%
2,898
+200
64
$454K 0.33%
1,020
+112
65
$452K 0.32%
2,741
+253
66
$447K 0.32%
1,227
+205
67
$442K 0.32%
6,550
+110
68
$441K 0.32%
5,205
+3
69
$440K 0.32%
3,820
+309
70
$430K 0.31%
10,989
-3,243
71
$429K 0.31%
10,409
-1,236
72
$426K 0.31%
3,111
-184
73
$412K 0.3%
823
+303
74
$408K 0.29%
6,421
-863
75
$407K 0.29%
1,595
-250
1 2
3
4 5