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
$114M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.87M
3
+$369K
4
MELI icon
Mercado Libre
MELI
+$344K
5
KAI icon
Kadant
KAI
+$337K

Top Sells

1
+$3.46M
2
+$771K
3
+$567K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$425K
5
MDT icon
Medtronic
MDT
+$348K

Sector Composition

1 Technology 22.22%
2 Financials 9.53%
3 Consumer Discretionary 7.57%
4 Industrials 6.38%
5 Healthcare 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.5M 21.56%
1,303,284
-10,899
2
$6.67M 5.87%
17,737
-65
3
$5.86M 5.15%
12,320
-454
4
$4.93M 4.34%
25,617
-4,004
5
$3.64M 3.21%
+70,080
6
$3.08M 2.71%
20,301
-3,731
7
$2.22M 1.95%
52,898
+44,426
8
$2.21M 1.95%
24,641
+744
9
$1.65M 1.45%
11,782
-124
10
$1.43M 1.26%
4,134
-777
11
$1.4M 1.23%
67,608
+1,808
12
$1.34M 1.18%
2,538
-14
13
$1.23M 1.08%
24,850
-1,210
14
$1.22M 1.08%
7,201
-344
15
$1.19M 1.05%
1,998
-5
16
$1.07M 0.94%
3,031
+560
17
$1.01M 0.89%
2,888
+30
18
$980K 0.86%
3,765
+61
19
$970K 0.85%
41,529
+828
20
$894K 0.79%
5,766
-146
21
$831K 0.73%
5,894
+78
22
$815K 0.72%
1,706
+241
23
$795K 0.7%
4,014
-61
24
$761K 0.67%
5,191
-92
25
$759K 0.67%
6,966
-322
1
2 3 4 5