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
$118M
AUM Growth
+$7.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.27M
3
+$1.1M
4
AMT icon
American Tower
AMT
+$647K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$612K

Top Sells

1
+$1.17M
2
+$951K
3
+$609K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$127K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$74.3K

Sector Composition

1 Financials 21.96%
2 Technology 17.55%
3 Healthcare 11.01%
4 Consumer Discretionary 8.05%
5 Real Estate 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.4M 13.86%
40,318
-162
2
$15.7M 13.23%
74,343
-4,517
3
$6.99M 5.91%
38,394
-697
4
$6.38M 5.39%
63,331
+21,368
5
$4.71M 3.98%
43,132
+2,078
6
$4.54M 3.83%
55,561
+7,490
7
$4.16M 3.52%
16,665
-223
8
$3.85M 3.26%
73,568
-848
9
$3.3M 2.78%
17,052
-200
10
$3.27M 2.76%
16,801
+3,327
11
$2.99M 2.53%
11,390
-160
12
$2.66M 2.25%
39,101
+1,081
13
$2.64M 2.23%
10,261
-87
14
$2.53M 2.14%
24,986
-111
15
$2.5M 2.11%
44,551
-971
16
$2.43M 2.05%
4,386
-48
17
$2.33M 1.96%
9,512
+534
18
$2.26M 1.91%
18,219
-151
19
$2.21M 1.87%
10,043
+358
20
$1.89M 1.6%
157,420
+105,943
21
$1.82M 1.54%
14,713
+243
22
$1.76M 1.49%
18,185
+11,336
23
$1.7M 1.43%
4,926
-53
24
$1.59M 1.34%
17,327
-809
25
$1.51M 1.28%
36,386
-406
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