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
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$8.34M
3
+$5.62M
4
AAPL icon
Apple
AAPL
+$4.6M
5
AMZN icon
Amazon
AMZN
+$3.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.16%
2 Financials 9.67%
3 Consumer Discretionary 8.51%
4 Healthcare 7.78%
5 Industrials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$353K 0.33%
+3,419
77
$350K 0.32%
+2,013
78
$350K 0.32%
+1,858
79
$348K 0.32%
+12,740
80
$347K 0.32%
+1,295
81
$336K 0.31%
+969
82
$335K 0.31%
+1,147
83
$335K 0.31%
+1,961
84
$334K 0.31%
+1,899
85
$334K 0.31%
+1,294
86
$329K 0.3%
+1,294
87
$325K 0.3%
+500
88
$322K 0.3%
+3,693
89
$320K 0.3%
+12,379
90
$320K 0.3%
+3,364
91
$314K 0.29%
+1,505
92
$313K 0.29%
+1,847
93
$312K 0.29%
+1,021
94
$312K 0.29%
+3,118
95
$307K 0.28%
+1,185
96
$305K 0.28%
+2,118
97
$305K 0.28%
+657
98
$299K 0.28%
+964
99
$291K 0.27%
+819
100
$281K 0.26%
+4,493
2 3
4
5 6