KWM
Koa Wealth Management Portfolio holdings
AUM
$126M
This Quarter Return
+9.9%
1 Year Return
+13.32%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
+$129M
(+9.4%)
Cap. Flow
-$5.9K
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
56.61%
Holding
51
New
2
Increased
18
Reduced
28
Closed
1
Top Buys
| 1 |
Global X Uranium ETF
URA
|
$1.66M |
| 2 |
Waste Management
WM
|
$596K |
| 3 |
CME Group
CME
|
$577K |
| 4 |
AstraZeneca
AZN
|
$522K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$236K |
Top Sells
| 1 |
Apple
AAPL
|
$774K |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$633K |
| 3 |
Lowe's Companies
LOW
|
$514K |
| 4 |
Philip Morris
PM
|
$401K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
PureCycle Technologies
PCT
$2.39B
| – | – |
-16,100
| Closed | -$95.3K |
|