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
$129M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$596K
3
+$577K
4
AZN icon
AstraZeneca
AZN
+$522K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$236K

Top Sells

1
+$774K
2
+$633K
3
+$514K
4
PM icon
Philip Morris
PM
+$401K
5
AMT icon
American Tower
AMT
+$355K

Sector Composition

1 Financials 22.91%
2 Technology 16.65%
3 Healthcare 11.09%
4 Consumer Discretionary 8.32%
5 Real Estate 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 1.38%
33,648
-2,738
27
$1.79M 1.38%
14,703
-10
28
$1.66M 1.29%
16,960
-367
29
$1.62M 1.25%
3,277
+4
30
$1.47M 1.14%
35,723
-1,297
31
$1.47M 1.14%
36,907
-279
32
$1.41M 1.09%
3,278
+124
33
$955K 0.74%
11,832
-1,436
34
$947K 0.73%
19,435
-598
35
$911K 0.7%
9,223
-861
36
$798K 0.62%
3,846
+2,871
37
$767K 0.59%
3,872
-143
38
$541K 0.42%
5,200
-200
39
$541K 0.42%
9,090
-252
40
$506K 0.39%
1,038
+30
41
$361K 0.28%
7,166
+35
42
$331K 0.26%
6,663
-200
43
$320K 0.25%
361
44
$289K 0.22%
503
-10
45
$253K 0.2%
3,770
+270
46
$230K 0.18%
5,000
-3,000
47
$226K 0.17%
+2,900
48
$218K 0.17%
246
+7
49
$204K 0.16%
120,000
50
$202K 0.16%
+665
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