KWM
Kolinsky Wealth Management Portfolio holdings
AUM
$164M
1-Year Est. Return
29.69%
1 Year Est. Return
+29.69%
AUM
$164M
AUM Growth
+$10.1M
(+6.5%)
Holding
197
Top Buys
| 1 | +$5.08M | |
| 2 | +$2.09M | |
| 3 | +$440K | |
| 4 |
DoubleVerify
DV
|
+$347K |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$281K |
Top Sells
| 1 | +$1.31M | |
| 2 | +$750K | |
| 3 | +$554K | |
| 4 |
PepsiCo
PEP
|
+$429K |
| 5 |
Elevance Health
ELV
|
+$341K |
Sector Composition
| 1 | Technology | 23.03% |
| 2 | Financials | 11.25% |
| 3 | Consumer Discretionary | 6.88% |
| 4 | Industrials | 5.43% |
| 5 | Communication Services | 5.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Arch Capital
ACGL
$31.6B
| – | – |
-2,019
|
|
||
177
Crown Castle
CCI
$39B
| – | – |
-2,247
|
|
||
178
D.R. Horton
DHI
$42.7B
| – | – |
-1,099
|
|
||
179
Denison Mines
DNN
$2.62B
| – | – |
-10,000
|
|
||
|
180
Elevance Health
ELV
$69.6B
| – | – |
-655
|
|
||
181
Ethan Allen Interiors
ETD
$608M
| – | – |
-28,205
|
|
||
182
Ferguson
FERG
$49.7B
| – | – |
-1,025
|
|
||
183
Fortive
FTV
$15.9B
| – | – |
-3,348
|
|
||
184
Globalstar
GSAT
$6.38B
| – | – |
-667
|
|
||
185
Icon
ICLR
$12.9B
| – | – |
-1,142
|
|
||
186
Gartner
IT
$18.6B
| – | – |
-473
|
|
||
187
Coca-Cola
KO
$292B
| – | – |
-3,206
|
|
||
188
Microchip Technology
MCHP
$33.7B
| – | – |
-3,681
|
|
||
189
Mondelez International
MDLZ
$73.1B
| – | – |
-3,019
|
|
||
190
monday.com
MNDY
$10.6B
| – | – |
-794
|
|
||
191
Altria Group
MO
$95.1B
| – | – |
-4,206
|
|
||
192
AdvisorShares MSOS 2X Daily ETF
MSOX
$42.8M
| – | – |
-675
|
|
||
193
NN Inc
NNBR
$92.9M
| – | – |
-14,466
|
|
||
|
194
PepsiCo
PEP
$196B
| – | – |
-2,523
|
|
||
195
Playboy Inc
PLBY
$143M
| – | – |
-31,945
|
|
||
196
Waste Connections
WCN
$42.4B
| – | – |
-1,319
|
|
||
197
Zoetis
ZTS
$64B
| – | – |
-1,041
|
|