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
326
$249 0.07%
8,526
-280
327
$248 0.07%
3,183
-1,454
328
$244 0.07%
2,264
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329
$241 0.06%
9,495
330
$238 0.06%
8,450
331
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2,279
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332
$235 0.06%
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-15,808
333
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334
$234 0.06%
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-43
335
$233 0.06%
+18,680
336
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337
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338
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4,077
-2,554
339
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340
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341
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-6,823
342
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343
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344
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345
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346
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347
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348
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4,374
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349
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1,416
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350
$217 0.06%
+2,198
12 13
14
15 16