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
51
-16,100