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
51
$1.75K 0.47%
103,100
-1,340
52
$1.74K 0.47%
6,359
53
$1.73K 0.46%
30,794
+2
54
$1.71K 0.46%
15,222
-2,053
55
$1.7K 0.46%
33,981
-1,620
56
$1.66K 0.44%
47,064
+3,808
57
$1.65K 0.44%
15,899
-9,083
58
$1.61K 0.43%
29,910
-6,438
59
$1.61K 0.43%
21,898
-2,284
60
$1.61K 0.43%
28,006
+9,396
61
$1.6K 0.43%
31,320
+3,124
62
$1.57K 0.42%
9,939
-15,037
63
$1.57K 0.42%
100,170
+422
64
$1.56K 0.42%
117,119
+103,119
65
$1.53K 0.41%
36,134
-13,999
66
$1.5K 0.4%
18,668
-5,649
67
$1.5K 0.4%
82,569
-2,678
68
$1.5K 0.4%
7,890
-5,971
69
$1.5K 0.4%
6,060
-8,628
70
$1.47K 0.39%
7,761
-3,522
71
$1.44K 0.38%
3,765
-7,772
72
$1.39K 0.37%
13,994
-77
73
$1.39K 0.37%
30,096
-21,328
74
$1.38K 0.37%
28,691
75
$1.38K 0.37%
+9,901
1 2
3
4 5