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
$105M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$610K
2
+$528K
3
+$413K
4
AMD icon
Advanced Micro Devices
AMD
+$332K
5
TEAM icon
Atlassian
TEAM
+$292K

Top Sells

1
+$452K
2
+$293K
3
+$291K
4
DE icon
Deere & Co
DE
+$277K
5
CCI icon
Crown Castle
CCI
+$262K

Sector Composition

1 Technology 22.19%
2 Financials 8.35%
3 Consumer Discretionary 8.03%
4 Healthcare 7.28%
5 Industrials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$262K 0.25%
1,206
+80
102
$258K 0.25%
3,570
+236
103
$251K 0.24%
1,098
-239
104
$250K 0.24%
632
105
$249K 0.24%
3,136
+5
106
$245K 0.23%
+1,961
107
$243K 0.23%
1,303
+181
108
$243K 0.23%
453
-8
109
$237K 0.23%
+4,067
110
$237K 0.23%
+693
111
$236K 0.22%
3,265
-20
112
$228K 0.22%
665
+1
113
$225K 0.21%
28,360
-1,666
114
$224K 0.21%
485
-32
115
$224K 0.21%
1,063
-318
116
$222K 0.21%
1,028
-3
117
$221K 0.21%
3,120
-594
118
$221K 0.21%
+2,942
119
$218K 0.21%
12,065
+777
120
$216K 0.21%
+2,795
121
$215K 0.2%
+2,340
122
$215K 0.2%
3,129
-140
123
$215K 0.2%
1,215
-71
124
$214K 0.2%
+5,000
125
$212K 0.2%
+3,120
2 3 4
5
6