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
$374M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$4.09M
3
+$2.1M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.68M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.41M

Top Sells

1
+$1.99M
2
+$1.8M
3
+$1.25M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$648K
5
TCHP icon
T. Rowe Price Blue Chip Growth ETF
TCHP
+$615K

Sector Composition

1 Technology 6.02%
2 Consumer Staples 2.71%
3 Healthcare 2.54%
4 Financials 2.38%
5 Consumer Discretionary 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$994K 0.27%
4,941
-4
52
$987K 0.26%
4,012
-16
53
$982K 0.26%
8,506
-45
54
$964K 0.26%
+20,964
55
$955K 0.26%
4,057
+15
56
$918K 0.25%
18,147
-4,417
57
$913K 0.24%
7,548
+77
58
$911K 0.24%
27,578
+2,935
59
$892K 0.24%
10,619
+5
60
$839K 0.22%
9,572
-377
61
$835K 0.22%
3,191
+256
62
$812K 0.22%
13,480
+44
63
$805K 0.22%
14,712
-73
64
$780K 0.21%
6,182
-106
65
$767K 0.21%
2,673
+476
66
$703K 0.19%
9,929
-9,151
67
$626K 0.17%
6,497
-11
68
$618K 0.17%
7,120
-180
69
$608K 0.16%
3,741
-657
70
$593K 0.16%
16,158
+24
71
$585K 0.16%
10,353
-24
72
$581K 0.16%
15,631
+109
73
$580K 0.16%
2,632
-31
74
$570K 0.15%
+12,149
75
$563K 0.15%
+11,232
1 2
3
4 5