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
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$8.34M
3
+$5.62M
4
AAPL icon
Apple
AAPL
+$4.6M
5
AMZN icon
Amazon
AMZN
+$3.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.16%
2 Financials 9.67%
3 Consumer Discretionary 8.51%
4 Healthcare 7.78%
5 Industrials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$221K 0.2%
+754
127
$221K 0.2%
+801
128
$221K 0.2%
+164
129
$220K 0.2%
+731
130
$220K 0.2%
+2,613
131
$220K 0.2%
+4,733
132
$219K 0.2%
+10,545
133
$219K 0.2%
+333
134
$219K 0.2%
+3,028
135
$216K 0.2%
+1,340
136
$215K 0.2%
+675
137
$209K 0.19%
+7,045
138
$208K 0.19%
+561
139
$205K 0.19%
+1,324
140
$205K 0.19%
+842
141
$202K 0.19%
+1,998
142
$120K 0.11%
+12,296
143
$41K 0.04%
+1,875
144
$12K 0.01%
+667
145
$12K 0.01%
+2,000
146
$12K 0.01%
+1
147
$11K 0.01%
+10,000
148
$9K 0.01%
+3
149
$2K ﹤0.01%
+4
2 3 4 5
6