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
$101M
AUM Growth
-$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$299K
2
+$232K
3
+$228K
4
PGR icon
Progressive
PGR
+$220K
5
UBER icon
Uber
UBER
+$214K

Top Sells

1
+$569K
2
+$447K
3
+$446K
4
AAPL icon
Apple
AAPL
+$306K
5
TEAM icon
Atlassian
TEAM
+$292K

Sector Composition

1 Technology 21.87%
2 Financials 9.55%
3 Consumer Discretionary 7.76%
4 Healthcare 7.55%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$326K 0.32%
3,169
+187
77
$321K 0.32%
2,678
+119
78
$320K 0.32%
4,394
+46
79
$318K 0.32%
1,346
-37
80
$315K 0.31%
2,807
-10
81
$310K 0.31%
18,650
82
$299K 0.3%
+1,097
83
$286K 0.28%
1,220
+14
84
$285K 0.28%
1,832
-146
85
$279K 0.28%
637
+5
86
$275K 0.27%
6,084
+65
87
$273K 0.27%
5,127
-444
88
$272K 0.27%
699
-55
89
$272K 0.27%
1,162
+64
90
$272K 0.27%
1,022
91
$266K 0.26%
1,064
+7
92
$264K 0.26%
1,300
-27
93
$257K 0.26%
7,781
+1,395
94
$257K 0.25%
587
-7
95
$254K 0.25%
495
+10
96
$252K 0.25%
1,147
+84
97
$252K 0.25%
1,688
+83
98
$250K 0.25%
1,041
+13
99
$249K 0.25%
3,601
+31
100
$247K 0.25%
720
+27
2 3
4
5 6