KIG

Kowal Investment Group Portfolio holdings

AUM $544M
1-Year Est. Return 25.34%
This Quarter Est. Return
1 Year Est. Return
+25.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$463M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.62M
3
+$1.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.31M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.21M

Top Sells

1
+$4.07M
2
+$1.2M
3
+$1.07M
4
WTW icon
Willis Towers Watson
WTW
+$986K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$876K

Sector Composition

1 Technology 6.68%
2 Financials 2.94%
3 Consumer Staples 2.3%
4 Healthcare 2.04%
5 Industrials 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.47M 0.53%
22,316
+177
27
$2.46M 0.53%
69,801
-1,042
28
$2.45M 0.53%
15,106
+646
29
$2.32M 0.5%
51,899
+1,736
30
$2.24M 0.48%
14,859
+2,398
31
$2M 0.43%
9,996
+411
32
$1.97M 0.43%
21,457
-516
33
$1.94M 0.42%
3,995
+711
34
$1.88M 0.41%
35,845
-1,020
35
$1.86M 0.4%
40,791
+11,543
36
$1.78M 0.39%
43,390
-1,532
37
$1.77M 0.38%
25,314
-368
38
$1.73M 0.37%
10,941
+3,413
39
$1.7M 0.37%
6,022
-75
40
$1.65M 0.36%
50,591
-16,828
41
$1.63M 0.35%
64,447
+16,692
42
$1.62M 0.35%
51,275
+14,651
43
$1.62M 0.35%
+27,862
44
$1.59M 0.34%
4,138
+550
45
$1.58M 0.34%
66,309
-2,128
46
$1.55M 0.34%
4,968
+8
47
$1.55M 0.33%
9,767
+1,963
48
$1.54M 0.33%
4,212
+124
49
$1.49M 0.32%
5,322
-120
50
$1.41M 0.31%
12,172
+2,199
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