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
151
$198K 0.14%
28,360
152
$19.9K 0.01%
10,000
153
$11.2K 0.01%
+667
154
$5.92K ﹤0.01%
1,875
155
$4.95K ﹤0.01%
+500
156
– –
-456
157
– –
-38,155
158
– –
-2,809
159
– –
-2,651
160
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-4,335
161
– –
-5,741
162
– –
-2,497
163
– –
-520
3 4 5 6
7