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
201
$482 0.13%
15,183
+956
202
$481 0.13%
7,608
+228
203
$480 0.13%
7,530
204
$478 0.13%
5,346
+222
205
$477 0.13%
3,160
+944
206
$475 0.13%
11,485
+2,604
207
$461 0.12%
22,379
-643
208
$459 0.12%
14,887
-4,282
209
$458 0.12%
902
+88
210
$453 0.12%
177,606
211
$453 0.12%
4,519
-13,457
212
$451 0.12%
4,132
-110
213
$451 0.12%
+18,025
214
$448 0.12%
15,204
-8,800
215
$446 0.12%
10,789
-21,023
216
$445 0.12%
4,378
+52
217
$442 0.12%
2,768
-6,220
218
$442 0.12%
+14,616
219
$437 0.12%
21,263
-69
220
$430 0.12%
24,594
+12,878
221
$430 0.12%
+18,925
222
$429 0.11%
5,395
-241
223
$427 0.11%
17,032
+6
224
$426 0.11%
+12,859
225
$423 0.11%
3,847
+63
7 8
9
10 11