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
$111M
AUM Growth
+$9.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$1.3M
2 +$599K
3 +$548K
4
AZN icon
AstraZeneca
AZN
+$467K
5
MSFT icon
Microsoft
MSFT
+$398K

Top Sells

1 +$649K
2 +$336K
3 +$318K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$212K
5
MCD icon
McDonald's
MCD
+$206K

Sector Composition

1 Financials 24.03%
2 Technology 15.37%
3 Healthcare 11.06%
4 Consumer Discretionary 9.57%
5 Real Estate 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-695
52
-4,082