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
126
$879 0.24%
6,953
+1,756
127
$879 0.24%
21,503
+5,633
128
$870 0.23%
10,879
-3,654
129
$869 0.23%
77,082
+11,610
130
$848 0.23%
7,503
+449
131
$832 0.22%
10,252
+5,025
132
$814 0.22%
20,195
-28,740
133
$806 0.22%
+53,800
134
$796 0.21%
13,964
-5,755
135
$793 0.21%
62,472
+5,000
136
$789 0.21%
8,034
-5,994
137
$786 0.21%
2,620
-842
138
$784 0.21%
28,340
139
$773 0.21%
6,311
-1,438
140
$767 0.21%
7,006
-1,494
141
$764 0.2%
8,629
+693
142
$744 0.2%
+9,414
143
$737 0.2%
28,317
+8,606
144
$722 0.19%
29,850
+5,440
145
$721 0.19%
21,485
-2,275
146
$720 0.19%
+13,439
147
$712 0.19%
4,429
-426
148
$700 0.19%
11,521
-4,607
149
$687 0.18%
+13,331
150
$685 0.18%
71,112
-8,980
4 5
6
7 8