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
176
$585 0.16%
3,210
-4,925
177
$584 0.16%
23,582
+10,680
178
$572 0.15%
7,762
+1,716
179
$569 0.15%
6,548
+1,476
180
$564 0.15%
1,581
+348
181
$563 0.15%
40,400
182
$561 0.15%
13,334
183
$554 0.15%
12,883
+273
184
$553 0.15%
10,240
+2,440
185
$548 0.15%
+2,115
186
$546 0.15%
9,390
-474
187
$544 0.15%
14,875
-1,329
188
$537 0.14%
6,080
+94
189
$532 0.14%
6,956
+1,397
190
$532 0.14%
5,011
-2,448
191
$524 0.14%
+17,566
192
$517 0.14%
4,587
-75
193
$514 0.14%
13,332
+3,330
194
$514 0.14%
6,062
+209
195
$504 0.14%
11,742
+2,607
196
$498 0.13%
6,423
+2,030
197
$496 0.13%
9,980
+2,440
198
$494 0.13%
19,803
-47,367
199
$492 0.13%
23,005
+2,700
200
$486 0.13%
+3,546
6 7
8
9 10