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
$131M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$672K
2 +$521K
3 +$377K
4
MSFT icon
Microsoft
MSFT
+$323K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$308K

Top Sells

1 +$506K
2 +$309K
3 +$257K
4
PKST
Peakstone Realty Trust
PKST
+$233K
5
MDLZ icon
Mondelez International
MDLZ
+$224K

Sector Composition

1 Technology 22.44%
2 Financials 9.82%
3 Consumer Discretionary 7.26%
4 Healthcare 6.76%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-997