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
126
$332K 0.07%
581
+120
127
$332K 0.07%
1,851
-22,728
128
$331K 0.07%
5,871
+1,800
129
$330K 0.07%
6,573
+109
130
$318K 0.07%
2,286
+87
131
$317K 0.07%
14,100
+39
132
$309K 0.07%
16,859
+2,223
133
$308K 0.07%
4,208
-315
134
$308K 0.07%
3,375
+4
135
$307K 0.07%
10,000
-283
136
$307K 0.07%
638
+100
137
$304K 0.07%
13,364
+9
138
$303K 0.07%
5,450
-2,582
139
$303K 0.07%
5,235
-312
140
$300K 0.06%
27,290
+964
141
$295K 0.06%
1,179
+71
142
$291K 0.06%
3,518
-82
143
$290K 0.06%
996
-27
144
$290K 0.06%
380
+3
145
$285K 0.06%
+1,253
146
$278K 0.06%
2,742
+165
147
$271K 0.06%
2,066
+18
148
$263K 0.06%
670
+88
149
$261K 0.06%
4,568
150
$258K 0.06%
6,956
+423
4 5
6
7 8