KWAG
Kiely Wealth Advisory Group Portfolio holdings
AUM
$155M
1-Year Return
7.45%
This Quarter Return
+3.35%
1 Year Return
+7.45%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$176M
AUM Growth
+$2.75M
(+1.6%)
Cap. Flow
+$281K
Cap. Flow
% of AUM
0.16%
Top 10 Holdings %
Top 10 Hldgs %
88.39%
Holding
289
New
21
Increased
28
Reduced
13
Closed
4
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$508K |
| 2 |
Vanguard Russell 2000 ETF
VTWO
|
+$438K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$362K |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$261K |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
+$111K |
Top Sells
| 1 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$765K |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
+$329K |
| 3 |
Vanguard Russell 2000 Value ETF
VTWV
|
+$244K |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$162K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$131K |
Sector Composition
| 1 | Technology | 2.54% |
| 2 | Financials | 1.98% |
| 3 | Consumer Discretionary | 1.59% |
| 4 | Healthcare | 1.07% |
| 5 | Consumer Staples | 0.91% |
