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
$118M
AUM Growth
+$7.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.27M
3
+$1.1M
4
AMT icon
American Tower
AMT
+$647K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$612K

Top Sells

1
+$1.17M
2
+$951K
3
+$609K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$127K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$74.3K

Sector Composition

1 Financials 21.96%
2 Technology 17.55%
3 Healthcare 11.01%
4 Consumer Discretionary 8.05%
5 Real Estate 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 1.25%
18,980
-266
27
$1.44M 1.22%
3,273
-42
28
$1.41M 1.19%
3,154
-93
29
$1.38M 1.17%
7,043
+3,021
30
$1.37M 1.16%
37,020
-1,027
31
$1.26M 1.07%
37,186
+6,682
32
$935K 0.79%
10,084
+232
33
$921K 0.78%
20,033
-334
34
$898K 0.76%
13,268
-8,995
35
$733K 0.62%
4,015
+195
36
$530K 0.45%
9,342
+398
37
$483K 0.41%
5,400
38
$483K 0.41%
1,008
+16
39
$397K 0.34%
3,500
40
$330K 0.28%
11,405
-30
41
$327K 0.28%
8,000
42
$318K 0.27%
+7,131
43
$307K 0.26%
361
44
$301K 0.25%
6,863
-250
45
$279K 0.24%
513
+50
46
$216K 0.18%
+239
47
$208K 0.18%
975
48
$164K 0.14%
120,000
49
$95.3K 0.08%
16,100
+600
50
– –
-9,652
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