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
276
$318 0.09%
2,784
-3,919
277
$317 0.08%
2,786
-2,036
278
$316 0.08%
2,561
-822
279
$315 0.08%
15,674
-124,301
280
$315 0.08%
2,693
-313
281
$314 0.08%
6,653
282
$313 0.08%
2,799
-4,912
283
$311 0.08%
5,987
-3,724
284
$311 0.08%
24,710
285
$308 0.08%
4,165
-8,277
286
$307 0.08%
8,468
-1,282
287
$306 0.08%
12,546
-760
288
$305 0.08%
+6,172
289
$300 0.08%
18,918
+8
290
$298 0.08%
+5,952
291
$295 0.08%
3,516
-228
292
$291 0.08%
12,040
293
$288 0.08%
5,515
+170
294
$287 0.08%
+7,724
295
$286 0.08%
13,354
+497
296
$286 0.08%
7,932
-949
297
$285 0.08%
3,070
-1,400
298
$283 0.08%
28,700
299
$282 0.08%
11,394
300
$279 0.07%
8,540
-10,185
10 11
12
13 14