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
$176M
AUM Growth
+$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$508K
2
+$438K
3
+$362K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$261K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$111K

Top Sells

1
+$765K
2
+$329K
3
+$244K
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$162K
5
SPY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.89K ﹤0.01%
54
227
$3.66K ﹤0.01%
85
228
$3.59K ﹤0.01%
31
229
$3.52K ﹤0.01%
1
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$3.52K ﹤0.01%
32
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$3.39K ﹤0.01%
6
232
$3.38K ﹤0.01%
36
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$3.31K ﹤0.01%
57
234
$3.13K ﹤0.01%
19
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$3.07K ﹤0.01%
8
236
$3.04K ﹤0.01%
32
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$2.95K ﹤0.01%
43
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$2.86K ﹤0.01%
80
239
$2.8K ﹤0.01%
10
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$2.78K ﹤0.01%
17
241
$2.63K ﹤0.01%
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$2.6K ﹤0.01%
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$2.48K ﹤0.01%
+19
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$2.4K ﹤0.01%
31
245
$2.38K ﹤0.01%
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246
$2.33K ﹤0.01%
36
247
$2.25K ﹤0.01%
60
248
$2.21K ﹤0.01%
+20
249
$2.19K ﹤0.01%
187
+36
250
$2.06K ﹤0.01%
15
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