KWM

Koa Wealth Management Portfolio holdings

AUM $126M
1-Year Est. Return 13.32%
This Quarter Est. Return
1 Year Est. Return
+13.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.5M
3
+$5.48M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.52M
5
DHR icon
Danaher
DHR
+$3.92M

Top Sells

No sells this quarter

Sector Composition

1 Financials 22.99%
2 Technology 17.07%
3 Healthcare 11.12%
4 Consumer Discretionary 9.27%
5 Real Estate 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 1.14%
+18,211
27
$1.12M 1.11%
+9,669
28
$1.11M 1.1%
+24,428
29
$865K 0.85%
+2,300
30
$837K 0.83%
+9,375
31
$832K 0.82%
+12,360
32
$663K 0.65%
+36,755
33
$649K 0.64%
+5,346
34
$646K 0.64%
+13,040
35
$636K 0.63%
+3,732
36
$534K 0.53%
+4,201
37
$496K 0.49%
+4,000
38
$492K 0.49%
+8,943
39
$491K 0.49%
+5,400
40
$359K 0.35%
+11,572
41
$347K 0.34%
+848
42
$336K 0.33%
+4,082
43
$311K 0.31%
+1,477
44
$278K 0.27%
+7,113
45
$214K 0.21%
+324
46
$212K 0.21%
+1,960
47
$206K 0.2%
+695
48
$90.5K 0.09%
+10,000
49
$59.5K 0.06%
+14,680
1
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