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
$140M
AUM Growth
+$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$509K
2
+$477K
3
+$417K
4
SPOT icon
Spotify
SPOT
+$377K
5
CP icon
Canadian Pacific Kansas City
CP
+$374K

Top Sells

1
+$726K
2
+$611K
3
+$293K
4
CBRE icon
CBRE Group
CBRE
+$273K
5
MSCI icon
MSCI
MSCI
+$256K

Sector Composition

1 Technology 24.13%
2 Financials 9.16%
3 Consumer Discretionary 6.65%
4 Healthcare 6.49%
5 Industrials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$322K 0.23%
196
+7
102
$321K 0.23%
1,043
-33
103
$320K 0.23%
353
+95
104
$318K 0.23%
387
105
$316K 0.23%
+3,003
106
$309K 0.22%
611
-41
107
$308K 0.22%
1,442
+42
108
$307K 0.22%
2,102
+276
109
$304K 0.22%
+1,716
110
$303K 0.22%
2,649
-16
111
$297K 0.21%
1,300
-22
112
$292K 0.21%
715
-18
113
$288K 0.21%
1,168
-1,189
114
$285K 0.2%
+3,652
115
$283K 0.2%
+1,987
116
$282K 0.2%
14,781
+945
117
$282K 0.2%
1,045
-14
118
$277K 0.2%
5,113
-255
119
$256K 0.18%
4,581
+125
120
$253K 0.18%
12,175
+12
121
$252K 0.18%
+1,269
122
$251K 0.18%
6,091
123
$250K 0.18%
1,001
+15
124
$248K 0.18%
1,039
-1
125
$247K 0.18%
3,174
-1,451
3 4
5
6 7