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
$84.6M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$506K
3
+$372K
4
CCI icon
Crown Castle
CCI
+$345K
5
PLD icon
Prologis
PLD
+$296K

Top Sells

1
+$1.19M
2
+$380K
3
+$282K
4
MRVL icon
Marvell Technology
MRVL
+$269K
5
LOW icon
Lowe's Companies
LOW
+$267K

Sector Composition

1 Technology 17.85%
2 Financials 9%
3 Healthcare 8.77%
4 Consumer Discretionary 7.51%
5 Industrials 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$234K 0.28%
+916
102
$230K 0.27%
8,800
+2,000
103
$230K 0.27%
1,024
+48
104
$228K 0.27%
+3,770
105
$226K 0.27%
1,630
+21
106
$223K 0.26%
1,021
107
$220K 0.26%
2,418
-181
108
$218K 0.26%
1,775
109
$217K 0.26%
723
-24
110
$216K 0.26%
1,341
-201
111
$209K 0.25%
2,202
-20
112
$205K 0.24%
1,106
113
$203K 0.24%
4,180
-90
114
$203K 0.24%
1,111
+207
115
$203K 0.24%
3,146
+84
116
$201K 0.24%
+5,641
117
$89K 0.11%
12,296
118
$23K 0.03%
1,875
119
$12K 0.01%
667
120
$10K 0.01%
10,000
121
$10K 0.01%
1,000
122
$7K 0.01%
1,500
+100
123
$7K 0.01%
2,000
124
$6K 0.01%
10,000
125
$5K 0.01%
1
3 4
5
6 7