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
26
$2.91K 0.78%
122,817
-25,132
27
$2.85K 0.76%
10,076
-964
28
$2.83K 0.76%
238,004
-2,200
29
$2.72K 0.73%
71,770
+1,160
30
$2.53K 0.68%
+14,090
31
$2.46K 0.66%
306,972
-57,079
32
$2.44K 0.65%
30,188
-2,775
33
$2.41K 0.65%
20,417
-17,157
34
$2.32K 0.62%
240,596
-36,034
35
$2.31K 0.62%
22,802
-18,194
36
$2.21K 0.59%
146,045
-307,216
37
$2.19K 0.59%
38,907
-5,628
38
$2.18K 0.58%
32,929
-1,046
39
$2.15K 0.58%
20,562
-2,128
40
$2.14K 0.57%
213,627
-15,904
41
$2.12K 0.57%
86,259
-37,680
42
$2.08K 0.56%
20,834
-1,132
43
$2.08K 0.56%
7,296
+348
44
$2K 0.53%
114,196
-9,152
45
$1.96K 0.52%
14,012
-9,935
46
$1.93K 0.52%
35,919
-20,339
47
$1.85K 0.5%
23,265
+3,724
48
$1.83K 0.49%
12,681
+2,090
49
$1.81K 0.49%
13,393
-10,847
50
$1.76K 0.47%
+27,900
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