KWM
Kolinsky Wealth Management Portfolio holdings
AUM
$164M
1-Year Est. Return
29.69%
This Fund
S&P 500
1 Year Est. Return
+29.69%
AUM
$154M
AUM Growth
+$14.2M
(+10%)
Holding
185
Top Buys
| 1 | +$786K | |
| 2 | +$491K | |
| 3 | +$433K | |
| 4 |
Invesco National AMT-Free Municipal Bond ETF
PZA
|
+$413K |
| 5 |
Microsoft
MSFT
|
+$383K |
Top Sells
| 1 | +$511K | |
| 2 | +$340K | |
| 3 | +$304K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$300K |
| 5 |
Idexx Laboratories
IDXX
|
+$230K |
Sector Composition
| 1 | Technology | 23.54% |
| 2 | Financials | 10.25% |
| 3 | Consumer Discretionary | 7.01% |
| 4 | Industrials | 6.26% |
| 5 | Healthcare | 6.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Globalstar
GSAT
$6.97B
| $12.4K | 0.01% |
667
|
|
||
177
KULR Technology Group
KULR
$129M
| $4.28K | ﹤0.01% |
1,875
|
|
||
178
Edwards Lifesciences
EW
$45.1B
| – | – |
-2,475
|
|
||
179
iShares Bitcoin Trust
IBIT
$53.3B
| – | – |
-9,956
|
|
||
180
Innovative Eyewear
LUCY
$5.56M
| – | – |
-500
|
|
||
|
181
Idexx Laboratories
IDXX
$51.4B
| – | – |
-473
|
|
||
182
iShares Russell 2000 Value ETF
IWN
$13B
| – | – |
-1,188
|
|
||
183
LPL Financial
LPLA
$30.6B
| – | – |
-791
|
|
||
184
Synopsys
SNPS
$80.5B
| – | – |
-364
|
|
||
185
Atlassian
TEAM
$24.8B
| – | – |
-1,716
|
|