Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.32B
1-Year Est. Return 15.49%
This Quarter Est. Return
1 Year Est. Return
+15.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$373K
AUM Growth
-$407M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$15.6K
2
+$3.34K
3
+$2.82K
4
VT icon
Vanguard Total World Stock ETF
VT
+$2.53K
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.76K

Top Sells

1
+$3.62M
2
+$3.08M
3
+$2.51M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.25M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.16M

Sector Composition

1 Technology 6.78%
2 Healthcare 3.81%
3 Financials 3.32%
4 Industrials 3.27%
5 Consumer Staples 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$422 0.11%
8,295
-100
227
$422 0.11%
+7,185
228
$418 0.11%
2,910
-3,965
229
$417 0.11%
3,876
-6,586
230
$417 0.11%
6,247
+214
231
$417 0.11%
+2,415
232
$416 0.11%
5,053
+2,061
233
$414 0.11%
+14,766
234
$412 0.11%
8,884
-3,832
235
$411 0.11%
3,965
-381
236
$411 0.11%
5,768
-714
237
$406 0.11%
21,674
238
$399 0.11%
30,279
+184
239
$399 0.11%
2,198
-6,309
240
$399 0.11%
+7,934
241
$398 0.11%
7,765
242
$394 0.11%
8,296
-364
243
$389 0.1%
8,040
-432
244
$388 0.1%
4,400
245
$384 0.1%
+3,513
246
$384 0.1%
4,185
-2,501
247
$383 0.1%
4,023
-8,509
248
$379 0.1%
2,505
-4,008
249
$377 0.1%
37,808
250
$377 0.1%
10,376
+2,728
8 9
10
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