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
$105M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$610K
2
+$528K
3
+$413K
4
AMD icon
Advanced Micro Devices
AMD
+$332K
5
TEAM icon
Atlassian
TEAM
+$292K

Top Sells

1
+$452K
2
+$293K
3
+$291K
4
DE icon
Deere & Co
DE
+$277K
5
CCI icon
Crown Castle
CCI
+$262K

Sector Composition

1 Technology 22.19%
2 Financials 8.35%
3 Consumer Discretionary 8.03%
4 Healthcare 7.28%
5 Industrials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.1M 21.96%
1,340,628
-26,199
2
$6.18M 5.86%
14,105
-668
3
$5.96M 5.65%
31,411
+439
4
$5.85M 5.55%
17,463
+1,233
5
$3.58M 3.4%
126,877
+218
6
$3.1M 2.94%
24,201
+2,186
7
$1.92M 1.82%
24,717
+1,448
8
$1.54M 1.46%
5,016
+73
9
$1.33M 1.26%
11,128
+329
10
$1.18M 1.12%
64,072
+2,136
11
$1.18M 1.12%
2,471
-77
12
$1M 0.95%
7,000
+301
13
$1,000K 0.95%
24,490
+2,730
14
$949K 0.9%
1,962
-335
15
$898K 0.85%
40,506
+978
16
$854K 0.81%
2,535
+79
17
$842K 0.8%
7,416
+118
18
$837K 0.79%
2,715
+164
19
$798K 0.76%
5,345
-81
20
$787K 0.75%
5,906
+79
21
$784K 0.74%
3,346
+45
22
$736K 0.7%
14,377
+1,198
23
$696K 0.66%
4,452
+403
24
$662K 0.63%
5,514
+39
25
$632K 0.6%
3,590
+65
1
2 3 4 5