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
$102M
AUM Growth
-$6.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.19M
3
+$508K
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$318K
5
NVO icon
Novo Nordisk
NVO
+$311K

Top Sells

1
+$476K
2
+$431K
3
+$429K
4
NFLX icon
Netflix
NFLX
+$423K
5
CCI icon
Crown Castle
CCI
+$378K

Sector Composition

1 Technology 19.91%
2 Financials 9.31%
3 Healthcare 8.22%
4 Consumer Discretionary 7.96%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
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