KWM
Koa Wealth Management Portfolio holdings
AUM $124M
AUM
$124M
AUM Growth
+$1.46M (+1%)
Cap. Flow
+$5.11M
Cap. Flow % of AUM
4.12%
Top 10 Holdings %Top 10 Hldgs %
57.16%
Holding
53
New
4
Increased
16
Reduced
28
Closed
3
Top Buys
| 1 | $1.89M | |
| 2 | $1.53M | |
| 3 | $1.35M | |
| 4 | $1.25M | |
| 5 | $1M |
Top Sells
| 1 | $1.15M | |
| 2 | $788K | |
| 3 | $724K | |
| 4 | $564K | |
| 5 | $390K |
Sector Composition
| 1 | Financials | 26.06% |
| 2 | Technology | 15.18% |
| 3 | Healthcare | 11.97% |
| 4 | Consumer Discretionary | 7.54% |
| 5 | Real Estate | 6.23% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -17,789 | Closed | – | |||
| $0 | 0% | 0 -73,003 | Closed | – | |||
| $0 | 0% | 0 -8,834 | Closed | – |
