KWAG

Kiely Wealth Advisory Group Portfolio holdings

AUM $155M
1-Year Est. Return 7.45%
This Quarter Est. Return
1 Year Est. Return
+7.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$81.9M
2
+$22.1M
3
+$20M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$11.8M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$4.89M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.68%
2 Financials 1.88%
3 Consumer Discretionary 1.49%
4 Healthcare 1.13%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.4K ﹤0.01%
+32
227
$3.37K ﹤0.01%
+10
228
$3.37K ﹤0.01%
+8
229
$3.34K ﹤0.01%
+32
230
$3.24K ﹤0.01%
+36
231
$3.22K ﹤0.01%
+19
232
$3.21K ﹤0.01%
+57
233
$3.05K ﹤0.01%
+43
234
$2.99K ﹤0.01%
+53
235
$2.87K ﹤0.01%
+80
236
$2.67K ﹤0.01%
+58
237
$2.51K ﹤0.01%
+38
238
$2.48K ﹤0.01%
+32
239
$2.48K ﹤0.01%
+31
240
$2.29K ﹤0.01%
+40
241
$2.21K ﹤0.01%
+17
242
$2.19K ﹤0.01%
+36
243
$2.16K ﹤0.01%
+27
244
$2.15K ﹤0.01%
+60
245
$2.09K ﹤0.01%
+7
246
$2.04K ﹤0.01%
+95
247
$1.9K ﹤0.01%
+15
248
$1.8K ﹤0.01%
+90
249
$1.8K ﹤0.01%
+151
250
$1.58K ﹤0.01%
+14
7 8 9
10
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