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
76
$811K 0.18%
6,906
+1,451
77
$769K 0.17%
2,722
+189
78
$765K 0.17%
6,747
+10
79
$735K 0.16%
4,183
+703
80
$720K 0.16%
+18,710
81
$713K 0.15%
+7,768
82
$699K 0.15%
954
+48
83
$671K 0.15%
1,511
+97
84
$658K 0.14%
2,530
-132
85
$656K 0.14%
12,710
-14,744
86
$645K 0.14%
3,807
+888
87
$633K 0.14%
11,276
-273
88
$627K 0.14%
3,039
+175
89
$608K 0.13%
8,476
+589
90
$603K 0.13%
723
+44
91
$601K 0.13%
1,322
+465
92
$575K 0.12%
1,162
-250
93
$569K 0.12%
9,817
+2,576
94
$566K 0.12%
3,099
-8
95
$564K 0.12%
2,081
-75
96
$553K 0.12%
14,578
+2,548
97
$536K 0.12%
4,267
+895
98
$529K 0.11%
6,290
-219
99
$515K 0.11%
116,021
100
$507K 0.11%
+835
2 3
4
5 6