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
$84.6M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$506K
3
+$372K
4
CCI icon
Crown Castle
CCI
+$345K
5
PLD icon
Prologis
PLD
+$296K

Top Sells

1
+$1.19M
2
+$380K
3
+$282K
4
MRVL icon
Marvell Technology
MRVL
+$269K
5
LOW icon
Lowe's Companies
LOW
+$267K

Sector Composition

1 Technology 17.85%
2 Financials 9%
3 Healthcare 8.77%
4 Consumer Discretionary 7.51%
5 Industrials 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$281K 0.33%
1,533
+144
77
$279K 0.33%
2,329
+228
78
$278K 0.33%
7,437
+30
79
$276K 0.33%
6,628
80
$276K 0.33%
6,470
-150
81
$270K 0.32%
3,861
+264
82
$269K 0.32%
3,855
-481
83
$266K 0.31%
+2,782
84
$264K 0.31%
1,813
85
$260K 0.31%
6,420
-474
86
$255K 0.3%
1,049
+71
87
$253K 0.3%
533
+38
88
$252K 0.3%
11,083
89
$252K 0.3%
1,161
+148
90
$250K 0.3%
868
+10
91
$249K 0.29%
2,772
-56
92
$247K 0.29%
3,537
+14
93
$247K 0.29%
2,158
94
$244K 0.29%
1,585
-257
95
$243K 0.29%
1,156
+12
96
$242K 0.29%
5,782
-82
97
$241K 0.28%
627
98
$239K 0.28%
4,018
99
$235K 0.28%
4,785
100
$235K 0.28%
1,662
-191
2 3
4
5 6