KWM
Kolinsky Wealth Management Portfolio holdings
AUM
$164M
This Quarter Return
+11.01%
1 Year Return
+29.69%
3 Year Return
+45.25%
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
+$105M
(+12%)
Cap. Flow
+$4.35M
Cap. Flow
% of AUM
4.13%
Top 10 Holdings %
Top 10 Hldgs %
51.01%
Holding
149
New
19
Increased
78
Reduced
35
Closed
12
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$610K |
| 2 |
PKST
Peakstone Realty Trust
PKST
|
$528K |
| 3 |
Microsoft
MSFT
|
$413K |
| 4 |
Advanced Micro Devices
AMD
|
$332K |
| 5 |
Atlassian
TEAM
|
$292K |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$452K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$293K |
| 3 |
Veeva Systems
VEEV
|
$291K |
| 4 |
Deere & Co
DE
|
$277K |
| 5 |
Crown Castle
CCI
|
$262K |
Sector Composition
| 1 | Technology | 22.19% |
| 2 | Financials | 8.35% |
| 3 | Consumer Discretionary | 8.03% |
| 4 | Healthcare | 7.28% |
| 5 | Industrials | 6.18% |
