KWM
Kolinsky Wealth Management Portfolio holdings
AUM
$164M
This Quarter Return
-15.11%
1 Year Return
+29.69%
3 Year Return
+45.25%
5 Year Return
–
10 Year Return
–
AUM
$84.6M
AUM Growth
+$84.6M
(-17%)
Cap. Flow
+$356K
Cap. Flow
% of AUM
0.42%
Top 10 Holdings %
Top 10 Hldgs %
52.64%
Holding
151
New
9
Increased
59
Reduced
35
Closed
25
Top Buys
| 1 |
Amazon
AMZN
|
$2.17M |
| 2 |
Avantis US Small Cap Value ETF
AVUV
|
$1.14M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$506K |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$372K |
| 5 |
Crown Castle
CCI
|
$345K |
Top Sells
| 1 |
Avantis US Small Cap Equity ETF
AVSC
|
$1.19M |
| 2 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
$380K |
| 3 |
Salesforce
CRM
|
$282K |
| 4 |
Marvell Technology
MRVL
|
$269K |
| 5 |
Lowe's Companies
LOW
|
$267K |
Sector Composition
| 1 | Technology | 17.85% |
| 2 | Financials | 9% |
| 3 | Healthcare | 8.77% |
| 4 | Consumer Discretionary | 7.51% |
| 5 | Industrials | 5.49% |
