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
$140M
AUM Growth
+$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$509K
2
+$477K
3
+$417K
4
SPOT icon
Spotify
SPOT
+$377K
5
CP icon
Canadian Pacific Kansas City
CP
+$374K

Top Sells

1
+$726K
2
+$611K
3
+$293K
4
CBRE icon
CBRE Group
CBRE
+$273K
5
MSCI icon
MSCI
MSCI
+$256K

Sector Composition

1 Technology 24.13%
2 Financials 9.16%
3 Consumer Discretionary 6.65%
4 Healthcare 6.49%
5 Industrials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$241K 0.17%
2,189
-619
127
$240K 0.17%
+3,262
128
$238K 0.17%
932
-8
129
$235K 0.17%
+1,208
130
$235K 0.17%
+1,386
131
$234K 0.17%
3,169
+2
132
$230K 0.17%
473
-11
133
$230K 0.16%
1,855
-867
134
$229K 0.16%
2,475
-20
135
$229K 0.16%
509
-25
136
$227K 0.16%
+1,295
137
$226K 0.16%
1,363
+33
138
$221K 0.16%
+791
139
$220K 0.16%
+2,030
140
$217K 0.16%
364
+2
141
$214K 0.15%
+144
142
$214K 0.15%
+1,103
143
$213K 0.15%
640
+79
144
$211K 0.15%
2,996
+4
145
$207K 0.15%
+1,188
146
$205K 0.15%
2,910
-225
147
$204K 0.15%
696
+88
148
$204K 0.15%
+4,470
149
$202K 0.14%
1,953
-35
150
$201K 0.14%
3,164
-161
3 4 5
6
7