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
101
$1.06K 0.28%
57,276
-12,135
102
$1.05K 0.28%
16,787
+790
103
$1.05K 0.28%
47,980
-16,745
104
$1.04K 0.28%
14,752
-142
105
$1.04K 0.28%
61,100
+1,380
106
$1.02K 0.27%
48,895
-670
107
$1.01K 0.27%
16,034
-789
108
$1.01K 0.27%
17,200
-21,600
109
$995 0.27%
221,720
-96,480
110
$979 0.26%
40,000
111
$978 0.26%
18,921
+506
112
$976 0.26%
34,499
-564
113
$970 0.26%
32,169
-262
114
$965 0.26%
7,906
+315
115
$959 0.26%
102,170
116
$939 0.25%
36,523
-13,382
117
$935 0.25%
36,054
-418
118
$934 0.25%
19,925
-1,579
119
$934 0.25%
6,674
120
$928 0.25%
23,411
-30,073
121
$923 0.25%
13,955
+1,896
122
$909 0.24%
5,235
-9,593
123
$907 0.24%
32,876
-34,815
124
$899 0.24%
8,349
+113
125
$886 0.24%
18,815
-2,260
3 4
5
6 7