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
251
$375 0.1%
6,379
+2,527
252
$373 0.1%
14,180
+900
253
$366 0.1%
+13,575
254
$363 0.1%
2,175
255
$363 0.1%
+4,236
256
$359 0.1%
8,348
+819
257
$358 0.1%
7,516
+224
258
$357 0.1%
25,275
259
$353 0.09%
8,054
-20,215
260
$351 0.09%
+13,917
261
$343 0.09%
10,343
-13,406
262
$343 0.09%
+6,211
263
$342 0.09%
8,559
+184
264
$338 0.09%
+8,951
265
$336 0.09%
2,009
-5,253
266
$335 0.09%
8,932
-2,659
267
$335 0.09%
23,601
+1,041
268
$335 0.09%
5,610
-3,358
269
$331 0.09%
1,245
270
$330 0.09%
+24,000
271
$329 0.09%
+4,940
272
$327 0.09%
2,059
-202
273
$325 0.09%
+8,572
274
$324 0.09%
13,603
+1,400
275
$319 0.09%
9,992
-10,032
9 10
11
12 13