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
$140M
AUM Growth
+$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$509K
2
+$477K
3
+$417K
4
SPOT icon
Spotify
SPOT
+$377K
5
CP icon
Canadian Pacific Kansas City
CP
+$374K

Top Sells

1
+$726K
2
+$611K
3
+$293K
4
CBRE icon
CBRE Group
CBRE
+$273K
5
MSCI icon
MSCI
MSCI
+$256K

Sector Composition

1 Technology 24.13%
2 Financials 9.16%
3 Consumer Discretionary 6.65%
4 Healthcare 6.49%
5 Industrials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$398K 0.29%
4,255
+2
77
$394K 0.28%
4,308
-68
78
$392K 0.28%
3,494
-158
79
$388K 0.28%
4,791
+332
80
$383K 0.27%
1,889
+224
81
$377K 0.27%
+1,202
82
$374K 0.27%
+4,748
83
$373K 0.27%
1,613
+37
84
$367K 0.26%
1,990
+1
85
$367K 0.26%
677
-34
86
$355K 0.25%
1,134
+352
87
$354K 0.25%
1,206
88
$353K 0.25%
2,503
-213
89
$347K 0.25%
8,742
-1,220
90
$343K 0.25%
1,873
91
$343K 0.25%
6,040
+6
92
$343K 0.25%
4,900
+408
93
$340K 0.24%
9,956
+75
94
$338K 0.24%
4,992
+1,300
95
$336K 0.24%
408
-20
96
$335K 0.24%
4,225
+2
97
$335K 0.24%
1,301
-186
98
$330K 0.24%
2,945
99
$329K 0.24%
8,285
+246
100
$325K 0.23%
1,205
2 3
4
5 6