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
376
$172 0.05%
+4,343
377
$158 0.04%
11,360
-1,835
378
$157 0.04%
11,262
+262
379
$157 0.04%
+10,491
380
$156 0.04%
12,787
-12,931
381
$151 0.04%
17,170
+1,567
382
$131 0.04%
11,350
-10,498
383
$114 0.03%
+11,621
384
$114 0.03%
11,092
385
$109 0.03%
2,172
+16
386
$105 0.03%
19,115
+3,500
387
$88 0.02%
+13,800
388
$87 0.02%
2,975
389
$83 0.02%
12,000
390
$49 0.01%
14,200
391
$46 0.01%
+18,620
392
$26 0.01%
+667
393
$20 0.01%
17,763
394
$8 ﹤0.01%
660
395
– –
-9,632
396
– –
-3,612
397
– –
-25,700
398
– –
-4,584
399
– –
-24,236
400
– –
-26,953
14 15
16
17 18