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
151
$257K 0.06%
+2,099
152
$251K 0.05%
5,204
+58
153
$250K 0.05%
+2,424
154
$248K 0.05%
3,276
155
$242K 0.05%
1,177
-1
156
$241K 0.05%
1,491
157
$241K 0.05%
32,706
158
$239K 0.05%
+445
159
$236K 0.05%
+3,260
160
$236K 0.05%
5,955
-489
161
$233K 0.05%
930
-437
162
$230K 0.05%
+767
163
$230K 0.05%
+2,528
164
$229K 0.05%
436
-27
165
$227K 0.05%
+985
166
$224K 0.05%
+3,425
167
$220K 0.05%
1,837
+6
168
$210K 0.05%
+1,609
169
$207K 0.04%
+2,409
170
$207K 0.04%
+1,815
171
$204K 0.04%
+439
172
$202K 0.04%
+9,393
173
$200K 0.04%
+1,110
174
$200K 0.04%
+1,692
175
$200K 0.04%
+1,226
4 5 6
7
8