KWM

Kolinsky Wealth Management Portfolio holdings

AUM $164M
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.2M
AUM Growth
+$6.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$501K
2
+$341K
3
+$259K
4
CDNS icon
Cadence Design Systems
CDNS
+$253K
5
META icon
Meta Platforms (Facebook)
META
+$243K

Top Sells

1
+$358K
2
+$273K
3
+$235K
4
SCHW icon
Charles Schwab
SCHW
+$226K
5
EOG icon
EOG Resources
EOG
+$221K

Sector Composition

1 Technology 19.88%
2 Financials 8.86%
3 Healthcare 8.3%
4 Consumer Discretionary 7.12%
5 Industrials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12K 0.01%
667
127
$11K 0.01%
10,000
128
$10K 0.01%
1,000
129
– –
0
130
$1K ﹤0.01%
1
131
– –
-1,710
132
– –
-1,116
133
– –
-5,976
134
– –
-1,123
135
– –
-2,718
136
– –
-979
137
– –
-10,000
2 3 4 5
6