KWM
Koa Wealth Management Portfolio holdings
AUM
$126M
1-Year Est. Return
13.32%
1 Year Est. Return
+13.32%
AUM
$126M
AUM Growth
+$2.09M
(+1.7%)
Holding
55
Top Buys
| 1 | +$1.43M | |
| 2 | +$1.37M | |
| 3 | +$990K | |
| 4 |
Colgate-Palmolive
CL
|
+$841K |
| 5 |
Procter & Gamble
PG
|
+$769K |
Top Sells
| 1 | +$2.24M | |
| 2 | +$990K | |
| 3 | +$664K | |
| 4 |
Newmont
NEM
|
+$494K |
| 5 |
VanEck Gold Miners ETF
GDX
|
+$357K |
Sector Composition
| 1 | Financials | 24.66% |
| 2 | Technology | 16.06% |
| 3 | Healthcare | 11.16% |
| 4 | Consumer Staples | 7.46% |
| 5 | Consumer Discretionary | 7.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Pacific Biosciences
PACB
$586M
| $149K | 0.12% |
120,000
|
|
||
52
Perspective Therapeutics
CATX
$214M
| $89.4K | 0.07% |
25,975
|
|
||
|
CNTB
53
Connect Biopharma Holdings
CNTB
$90.3M
| $48.6K | 0.04% |
+49,600
|
|
||
54
McDonald's
MCD
$219B
| – | – |
-655
|
|
||
55
iShares US Medical Devices ETF
IHI
$4.37B
| – | – |
-37,151
|
|