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
51
$1.39M 0.3%
7,968
+1,629
52
$1.39M 0.3%
3,313
-39
53
$1.38M 0.3%
+8,177
54
$1.35M 0.29%
11,843
+417
55
$1.34M 0.29%
9,544
-56
56
$1.32M 0.29%
30,349
+3,621
57
$1.31M 0.28%
+22,521
58
$1.3M 0.28%
2,479
-286
59
$1.27M 0.27%
21,076
+2,419
60
$1.24M 0.27%
9,393
+1,326
61
$1.2M 0.26%
24,021
+2,937
62
$1.18M 0.25%
12,855
+2,029
63
$1.13M 0.24%
64,394
+3,043
64
$1.13M 0.24%
8,500
+730
65
$1.09M 0.24%
14,680
-158
66
$1.01M 0.22%
10,224
+3
67
$1M 0.22%
16,401
+3,501
68
$979K 0.21%
12,660
+3,011
69
$972K 0.21%
6,387
-35
70
$941K 0.2%
12,696
+3,187
71
$935K 0.2%
5,850
-147
72
$878K 0.19%
20,128
-1,091
73
$858K 0.19%
1,103
+172
74
$850K 0.18%
20,258
+2,729
75
$850K 0.18%
6,677
+1,317
1 2
3
4 5