KIG
Kowal Investment Group Portfolio holdings
AUM
$544M
This Quarter Return
+6.36%
1 Year Return
+25.34%
3 Year Return
+21.13%
5 Year Return
–
10 Year Return
–
AUM
$463M
AUM Growth
+$463M
(+8%)
Cap. Flow
+$14.7M
Cap. Flow
% of AUM
3.18%
Top 10 Holdings %
Top 10 Hldgs %
63.08%
Holding
186
New
25
Increased
98
Reduced
49
Closed
8
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.08M |
| 2 |
Fidelity Total Bond ETF
FBND
|
$2.35M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$1.62M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.38M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.31M |
Top Sells
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$4.07M |
| 2 |
First Trust NASDAQ-100 Technology Index Fund
QTEC
|
$1.2M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$1.07M |
| 4 |
Willis Towers Watson
WTW
|
$986K |
| 5 |
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% |
