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
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$8.34M
3
+$5.62M
4
AAPL icon
Apple
AAPL
+$4.6M
5
AMZN icon
Amazon
AMZN
+$3.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.16%
2 Financials 9.67%
3 Consumer Discretionary 8.51%
4 Healthcare 7.78%
5 Industrials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$278K 0.26%
+1,126
102
$277K 0.26%
+1,487
103
$275K 0.25%
+4,416
104
$273K 0.25%
+4,110
105
$273K 0.25%
+361
106
$271K 0.25%
+1,259
107
$271K 0.25%
+2,095
108
$271K 0.25%
+3,112
109
$268K 0.25%
+1,027
110
$265K 0.25%
+617
111
$263K 0.24%
+2,542
112
$261K 0.24%
+3,628
113
$259K 0.24%
+652
114
$256K 0.24%
+1,118
115
$252K 0.23%
+576
116
$250K 0.23%
+2,549
117
$250K 0.23%
+1,240
118
$244K 0.23%
+13,137
119
$241K 0.22%
+394
120
$241K 0.22%
+142
121
$236K 0.22%
+1,445
122
$236K 0.22%
+4,581
123
$235K 0.22%
+4,967
124
$232K 0.21%
+494
125
$229K 0.21%
+3,984
2 3 4
5
6