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
$101M
AUM Growth
-$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$299K
2
+$232K
3
+$228K
4
PGR icon
Progressive
PGR
+$220K
5
UBER icon
Uber
UBER
+$214K

Top Sells

1
+$569K
2
+$447K
3
+$446K
4
AAPL icon
Apple
AAPL
+$306K
5
TEAM icon
Atlassian
TEAM
+$292K

Sector Composition

1 Technology 21.87%
2 Financials 9.55%
3 Consumer Discretionary 7.76%
4 Healthcare 7.55%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$173K 0.17%
13,905
+117
127
$172K 0.17%
11,460
-1,346
128
$95K 0.09%
+18,480
129
$63.5K 0.06%
10,286
-1,024
130
$16.5K 0.02%
10,000
131
$13.1K 0.01%
667
132
$5.38K 0.01%
1,875
133
– –
-3,120
134
– –
-3,136
135
– –
-3,073
136
– –
-2,340
137
– –
-2,942
138
– –
-1,179
139
– –
-5,000
140
– –
-2,795
141
– –
-1,807
142
– –
-1,215
143
– –
-3,709
144
– –
-1,219
2 3 4 5
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