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
$101M
AUM Growth
-$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$299K
2
+$232K
3
+$228K
4
PGR icon
Progressive
PGR
+$220K
5
UBER icon
Uber
UBER
+$214K

Top Sells

1
+$569K
2
+$447K
3
+$446K
4
AAPL icon
Apple
AAPL
+$306K
5
TEAM icon
Atlassian
TEAM
+$292K

Sector Composition

1 Technology 21.87%
2 Financials 9.55%
3 Consumer Discretionary 7.76%
4 Healthcare 7.55%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$245K 0.24%
5,676
-236
102
$243K 0.24%
4,350
+599
103
$243K 0.24%
28,360
104
$243K 0.24%
4,480
+413
105
$240K 0.24%
2,888
+31
106
$238K 0.24%
4,098
-764
107
$237K 0.24%
2,020
+59
108
$237K 0.24%
3,396
+267
109
$233K 0.23%
796
-60
110
$232K 0.23%
1,312
+9
111
$232K 0.23%
+6,192
112
$229K 0.23%
8,364
-987
113
$228K 0.23%
+1,119
114
$224K 0.22%
3,233
-32
115
$220K 0.22%
12,199
+134
116
$220K 0.22%
571
117
$220K 0.22%
+1,580
118
$215K 0.21%
465
+12
119
$214K 0.21%
+4,654
120
$214K 0.21%
3,148
+28
121
$213K 0.21%
658
-7
122
$212K 0.21%
+3,862
123
$210K 0.21%
2,196
-648
124
$209K 0.21%
1,381
+148
125
$208K 0.21%
554
+13
2 3 4
5
6