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
$131M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$707K
2
+$650K
3
+$400K
4
MCHP icon
Microchip Technology
MCHP
+$393K
5
MSFT icon
Microsoft
MSFT
+$335K

Top Sells

1
+$535K
2
+$309K
3
+$257K
4
PKST
Peakstone Realty Trust
PKST
+$233K
5
MDLZ icon
Mondelez International
MDLZ
+$224K

Sector Composition

1 Technology 22.44%
2 Financials 9.82%
3 Consumer Discretionary 7.26%
4 Healthcare 6.76%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$396K 0.3%
1,206
+2
77
$395K 0.3%
4,223
+5
78
$394K 0.3%
6,169
+1,174
79
$393K 0.3%
+4,376
80
$391K 0.3%
6,440
-20
81
$390K 0.3%
4,253
+5
82
$383K 0.29%
1,989
+2
83
$375K 0.29%
4,459
+747
84
$369K 0.28%
711
+17
85
$362K 0.28%
652
-5
86
$362K 0.28%
908
+72
87
$362K 0.28%
2,945
+3
88
$359K 0.27%
1,576
-283
89
$358K 0.27%
2,722
+916
90
$350K 0.27%
1,665
-66
91
$345K 0.26%
1,022
92
$343K 0.26%
6,034
-23
93
$341K 0.26%
2,716
-1,005
94
$339K 0.26%
2,665
-69
95
$339K 0.26%
2,808
-178
96
$335K 0.26%
1,076
-13
97
$333K 0.25%
733
-11
98
$330K 0.25%
+2,429
99
$326K 0.25%
1,205
+2
100
$318K 0.24%
4,492
+110
2 3
4
5 6