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
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$8.34M
3
+$5.62M
4
AAPL icon
Apple
AAPL
+$4.6M
5
AMZN icon
Amazon
AMZN
+$3.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.16%
2 Financials 9.67%
3 Consumer Discretionary 8.51%
4 Healthcare 7.78%
5 Industrials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.6M 22.78%
+1,298,484
2
$8.34M 7.71%
+17,554
3
$5.62M 5.2%
+16,721
4
$4.6M 4.26%
+25,927
5
$3.23M 2.99%
+19,360
6
$2.29M 2.12%
+5,511
7
$1.53M 1.41%
+50,377
8
$1.49M 1.38%
+2,622
9
$1.44M 1.33%
+9,940
10
$1.2M 1.11%
+58,656
11
$1.18M 1.09%
+2,354
12
$1.16M 1.07%
+2,788
13
$1.07M 0.99%
+6,755
14
$1.04M 0.96%
+7,160
15
$963K 0.89%
+39,453
16
$933K 0.86%
+31,720
17
$886K 0.82%
+2,633
18
$799K 0.74%
+12,613
19
$767K 0.71%
+3,541
20
$759K 0.7%
+13,074
21
$720K 0.67%
+1,119
22
$693K 0.64%
+4,923
23
$688K 0.64%
+2,302
24
$680K 0.63%
+2,701
25
$677K 0.63%
+850
1
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