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
351
$213 0.06%
11,163
-42,274
352
$213 0.06%
+3,855
353
$212 0.06%
+6,101
354
$210 0.06%
7,646
355
$210 0.06%
+6,235
356
$210 0.06%
+10,398
357
$207 0.06%
1,224
-8,494
358
$207 0.06%
5,112
-24,390
359
$206 0.06%
16,800
360
$204 0.05%
52
361
$203 0.05%
+4,057
362
$203 0.05%
+3,545
363
$202 0.05%
+463
364
$202 0.05%
833
-9,218
365
$202 0.05%
1,281
-1,543
366
$202 0.05%
+2,328
367
$202 0.05%
+1,873
368
$202 0.05%
14,000
369
$198 0.05%
+10,450
370
$196 0.05%
23,310
+6,000
371
$195 0.05%
200
372
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15,201
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373
$189 0.05%
14,888
-741
374
$174 0.05%
13,464
+2,499
375
$173 0.05%
+11,970
13 14
15
16 17