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
101
$502K 0.11%
8,719
+1,032
102
$500K 0.11%
5,548
+2
103
$475K 0.1%
3,673
+11
104
$474K 0.1%
17,077
+6,045
105
$466K 0.1%
1,496
+378
106
$454K 0.1%
2,179
+75
107
$432K 0.09%
9,968
+887
108
$428K 0.09%
3,469
+1
109
$420K 0.09%
1,665
+91
110
$416K 0.09%
2,576
+527
111
$416K 0.09%
4,402
+136
112
$404K 0.09%
2,114
+110
113
$403K 0.09%
3,722
-13
114
$403K 0.09%
7,169
+13
115
$400K 0.09%
3,776
+813
116
$392K 0.08%
28,230
+6,362
117
$390K 0.08%
2,640
-19
118
$389K 0.08%
5,821
+1,536
119
$388K 0.08%
1,446
+7
120
$387K 0.08%
806
+6
121
$382K 0.08%
4,312
+1,599
122
$365K 0.08%
889
+59
123
$360K 0.08%
2,664
-141
124
$359K 0.08%
1,877
+219
125
$339K 0.07%
4,836
-800
3 4
5
6 7