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
$124M
AUM Growth
+$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.53M
3
+$1.35M
4
NEM icon
Newmont
NEM
+$1.25M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1M

Top Sells

1
+$1.99M
2
+$1.15M
3
+$796K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$788K
5
REXR icon
Rexford Industrial Realty
REXR
+$724K

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 Change
in Stake 		Capital Flow
GPN icon
51
Global Payments
GPN
$21.3B
– –
-17,789
XBI icon
52
SPDR S&P Biotech ETF
XBI
$6.23B
– –
-8,834
STNE icon
53
StoneCo
STNE
$5.05B
– –
-73,003
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