KWM

Koa Wealth Management Portfolio holdings

AUM $146M
1-Year Est. Return 21.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.12%
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
+$1.96M
2
+$1.9M
3
+$1.33M
4
NEM icon
Newmont
NEM
+$1.13M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$966K

Top Sells

1
+$1.99M
2
+$1.2M
3
+$796K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$786K
5
REXR icon
Rexford Industrial Realty
REXR
+$741K

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
51
– –
-17,789
52
– –
-73,003
53
– –
-8,834
1 2
3