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
76
$1.36K 0.36%
35,393
-26,230
77
$1.34K 0.36%
10,911
-11,424
78
$1.33K 0.36%
19,951
-6,487
79
$1.33K 0.36%
14,081
-470
80
$1.32K 0.35%
+40,537
81
$1.29K 0.35%
51,536
-9,822
82
$1.27K 0.34%
24,955
-29,410
83
$1.25K 0.34%
17,606
+20
84
$1.25K 0.34%
+4,702
85
$1.25K 0.33%
5,309
-5,155
86
$1.2K 0.32%
16,177
-3,412
87
$1.2K 0.32%
82,438
-6,271
88
$1.19K 0.32%
65,225
-3,734
89
$1.18K 0.32%
+17,446
90
$1.17K 0.31%
82,938
+3,444
91
$1.16K 0.31%
10,448
-20,054
92
$1.16K 0.31%
72,543
-11,981
93
$1.15K 0.31%
52,768
-3,435
94
$1.15K 0.31%
101,334
+4,104
95
$1.14K 0.31%
7,481
-6
96
$1.11K 0.3%
34,083
-10,641
97
$1.09K 0.29%
45,170
-2,772
98
$1.08K 0.29%
6,904
-17,480
99
$1.08K 0.29%
+43,782
100
$1.06K 0.28%
+18,113
2 3
4
5 6