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KWM

Kolinsky Wealth Management Portfolio holdings

AUM $164M
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
+11.95%
1 Year Est. Return
+29.71%
3 Year Est. Return
+44.57%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$131M
AUM Growth
+$17.2M
Cap. Flow
+$5.47M
Cap. Flow %
4.18%
Top 10 Hldgs %
48.55%
Holding
151
New
17
Increased
79
Reduced
45
Closed
8

Top Buys

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$672K
2
NVDA icon
NVIDIA
NVDA
+$521K
3
MCHP icon
Microchip Technology
MCHP
+$377K
4
MSFT icon
Microsoft
MSFT
+$323K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$308K

Top Sells

1
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$506K
2
TSLA icon
Tesla
TSLA
+$309K
3
LULU icon
lululemon athletica
LULU
+$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
TSLA icon
151
Tesla
TSLA
$1.48T
– –
-1,244
Closed -$309K
3 4 5 6
7

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