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
176
$191K 0.04%
+14,376
177
$150K 0.03%
+10,752
178
$15.7K ﹤0.01%
17,795
179
– –
-3,354
180
– –
-7,736
181
– –
-4,223
182
– –
-4,320
183
– –
-3,523
184
– –
-13,986
185
– –
-2,659
186
– –
-4,087
4 5 6 7
8