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
$102M
AUM Growth
-$6.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.19M
3
+$508K
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$318K
5
NVO icon
Novo Nordisk
NVO
+$311K

Top Sells

1
+$476K
2
+$431K
3
+$429K
4
NFLX icon
Netflix
NFLX
+$423K
5
CCI icon
Crown Castle
CCI
+$378K

Sector Composition

1 Technology 19.91%
2 Financials 9.31%
3 Healthcare 8.22%
4 Consumer Discretionary 7.96%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$267K 0.26%
1,319
+25
102
$262K 0.26%
2,222
+127
103
$260K 0.26%
1,144
+18
104
$258K 0.25%
1,045
-250
105
$254K 0.25%
781
+50
106
$254K 0.25%
976
-171
107
$248K 0.24%
1,775
-298
108
$246K 0.24%
1,013
+49
109
$245K 0.24%
674
+22
110
$242K 0.24%
512
-64
111
$240K 0.24%
4,835
+254
112
$239K 0.23%
+3,062
113
$236K 0.23%
+978
114
$235K 0.23%
1,093
-25
115
$232K 0.23%
957
-70
116
$230K 0.23%
+1,310
117
$229K 0.22%
2,620
+71
118
$229K 0.22%
456
+62
119
$226K 0.22%
618
+1
120
$225K 0.22%
412
+79
121
$225K 0.22%
784
-17
122
$224K 0.22%
2,623
-495
123
$220K 0.22%
1,338
-149
124
$217K 0.21%
+1,058
125
$215K 0.21%
+6,800
3 4
5
6 7