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
$114M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.87M
3
+$369K
4
MELI icon
Mercado Libre
MELI
+$344K
5
KAI icon
Kadant
KAI
+$337K

Top Sells

1
+$3.46M
2
+$771K
3
+$567K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$425K
5
MDT icon
Medtronic
MDT
+$348K

Sector Composition

1 Technology 22.22%
2 Financials 9.53%
3 Consumer Discretionary 7.57%
4 Industrials 6.38%
5 Healthcare 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$366K 0.32%
4,218
-176
77
$358K 0.31%
2,682
-125
78
$355K 0.31%
744
+107
79
$350K 0.31%
3,498
-214
80
$348K 0.31%
1,859
+171
81
$347K 0.31%
1,731
+419
82
$344K 0.3%
+219
83
$343K 0.3%
1,203
-17
84
$340K 0.3%
6,057
-27
85
$339K 0.3%
1,287
-13
86
$337K 0.3%
+1,204
87
$334K 0.29%
1,681
-319
88
$327K 0.29%
694
-165
89
$317K 0.28%
2,734
+56
90
$315K 0.28%
+6,460
91
$310K 0.27%
1,022
92
$309K 0.27%
1,244
+180
93
$308K 0.27%
+2,986
94
$308K 0.27%
28,360
95
$305K 0.27%
1,913
+333
96
$303K 0.27%
4,995
-1,835
97
$303K 0.27%
657
-42
98
$297K 0.26%
1,089
-73
99
$289K 0.25%
3,712
+111
100
$287K 0.25%
1,829
-3
2 3
4
5 6