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
$114M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.87M
3
+$369K
4
MELI icon
Mercado Libre
MELI
+$344K
5
KAI icon
Kadant
KAI
+$337K

Top Sells

1
+$3.46M
2
+$771K
3
+$567K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$425K
5
MDT icon
Medtronic
MDT
+$348K

Sector Composition

1 Technology 22.22%
2 Financials 9.53%
3 Consumer Discretionary 7.57%
4 Industrials 6.38%
5 Healthcare 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$282K 0.25%
836
+40
102
$278K 0.24%
501
-86
103
$278K 0.24%
12,156
-43
104
$277K 0.24%
+5,508
105
$267K 0.24%
5,452
-224
106
$265K 0.23%
7,885
-479
107
$264K 0.23%
5,985
-207
108
$264K 0.23%
+2,840
109
$264K 0.23%
4,382
-98
110
$264K 0.23%
466
-29
111
$264K 0.23%
3,830
-32
112
$262K 0.23%
3,315
-81
113
$258K 0.23%
409
-56
114
$257K 0.23%
1,075
-271
115
$257K 0.23%
502
-69
116
$247K 0.22%
547
-173
117
$238K 0.21%
1,022
-19
118
$236K 0.21%
+1,806
119
$234K 0.21%
793
-304
120
$233K 0.21%
11,707
-6,943
121
$224K 0.2%
3,095
-138
122
$223K 0.2%
+787
123
$220K 0.19%
13,089
+1,629
124
$220K 0.19%
949
-198
125
$219K 0.19%
2,021
-175
2 3 4
5
6