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
$105M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$610K
2
+$528K
3
+$413K
4
AMD icon
Advanced Micro Devices
AMD
+$332K
5
TEAM icon
Atlassian
TEAM
+$292K

Top Sells

1
+$452K
2
+$293K
3
+$291K
4
DE icon
Deere & Co
DE
+$277K
5
CCI icon
Crown Castle
CCI
+$262K

Sector Composition

1 Technology 22.19%
2 Financials 8.35%
3 Consumer Discretionary 8.03%
4 Healthcare 7.28%
5 Industrials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$342K 0.32%
2,817
+325
77
$338K 0.32%
5,211
+339
78
$332K 0.31%
+2,982
79
$327K 0.31%
8,226
+497
80
$325K 0.31%
1,978
-62
81
$323K 0.31%
2,241
+214
82
$322K 0.31%
2,844
-1
83
$311K 0.3%
4,862
-634
84
$309K 0.29%
1,383
+233
85
$294K 0.28%
594
-17
86
$292K 0.28%
+1,807
87
$292K 0.28%
754
+39
88
$290K 0.27%
+856
89
$286K 0.27%
5,571
-303
90
$283K 0.27%
2,857
+184
91
$279K 0.26%
+1,327
92
$279K 0.26%
6,019
+394
93
$277K 0.26%
1,022
94
$277K 0.26%
3,073
-24
95
$276K 0.26%
1,605
-24
96
$273K 0.26%
3,709
+3
97
$272K 0.26%
1,057
-153
98
$268K 0.25%
9,351
-2,304
99
$267K 0.25%
5,912
-676
100
$264K 0.25%
2,559
+64
2 3
4
5 6