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
151
$684 0.18%
+5,749
152
$683 0.18%
8,426
-4,467
153
$682 0.18%
7,981
-80
154
$678 0.18%
3,714
+950
155
$677 0.18%
3,528
-11,684
156
$676 0.18%
15,903
+1,760
157
$664 0.18%
29,870
+542
158
$652 0.17%
3,910
-15,016
159
$650 0.17%
12,107
-12,237
160
$647 0.17%
15,016
+600
161
$640 0.17%
7,610
-196
162
$638 0.17%
6,943
-767
163
$637 0.17%
15,320
164
$635 0.17%
12,378
-306
165
$629 0.17%
13,015
-19,186
166
$627 0.17%
4,646
-1,199
167
$627 0.17%
27,132
-805
168
$622 0.17%
36,268
-1,750
169
$620 0.17%
+4,342
170
$618 0.17%
28,473
-127
171
$616 0.17%
+3,127
172
$614 0.16%
44,482
-8,000
173
$600 0.16%
26,486
-3,082
174
$595 0.16%
6,843
-39
175
$586 0.16%
11,777
-6,360
5 6
7
8 9