Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
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 6.77%
2 Healthcare 3.82%
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
1
$15.6K 4.18%
+10,390
2
$8.86K 2.37%
186,524
-68,868
3
$7.03K 1.88%
489,326
+7,052
4
$5.6K 1.5%
174,426
-234
5
$5.21K 1.4%
98,680
+53,354
6
$5.16K 1.38%
97,966
-25,231
7
$4.93K 1.32%
201,726
+1,423
8
$4.72K 1.26%
191,756
-7,799
9
$4.66K 1.25%
82,213
-255
10
$4.4K 1.18%
74,383
-5,473
11
$4.34K 1.16%
121,268
-9,681
12
$4.13K 1.11%
46,380
-30,960
13
$4.07K 1.09%
50,971
-13,213
14
$3.9K 1.05%
118,727
-5,917
15
$3.8K 1.02%
539,141
+754
16
$3.54K 0.95%
194,043
-1,719
17
$3.44K 0.92%
347,016
+39,520
18
$3.34K 0.9%
+191,784
19
$3.24K 0.87%
18,016
-1,808
20
$3.08K 0.83%
107,527
-50,121
21
$3.07K 0.82%
102,043
-8,463
22
$3.03K 0.81%
19,390
-331
23
$3.03K 0.81%
27,603
+803
24
$2.98K 0.8%
63,308
-13,032
25
$2.92K 0.78%
37,861
+2,820
1
2 3 4 5