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
$181M
AUM Growth
+$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$490K
3
+$329K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$311K
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$305K

Top Sells

1
+$192K
2
+$78.8K
3
+$64.1K
4
LIN icon
Linde
LIN
+$23.5K
5
CME icon
CME Group
CME
+$20.5K

Sector Composition

1 Technology 2.64%
2 Financials 1.94%
3 Consumer Discretionary 1.47%
4 Healthcare 1.16%
5 Consumer Staples 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.47K ﹤0.01%
80
227
$5.37K ﹤0.01%
75
228
$5.28K ﹤0.01%
72
229
$4.98K ﹤0.01%
+371
230
$4.87K ﹤0.01%
+17
231
$4.87K ﹤0.01%
75
232
$4.77K ﹤0.01%
+33
233
$4.71K ﹤0.01%
33
234
$4.7K ﹤0.01%
21
235
$4.53K ﹤0.01%
3
236
$4.43K ﹤0.01%
11
237
$4.38K ﹤0.01%
30
238
$4.32K ﹤0.01%
110
239
$4.32K ﹤0.01%
54
240
$4.19K ﹤0.01%
100
241
$4.17K ﹤0.01%
24
242
$4.15K ﹤0.01%
33
243
$4.12K ﹤0.01%
460
244
$4.11K ﹤0.01%
17
245
$3.92K ﹤0.01%
23
246
$3.88K ﹤0.01%
17
247
$3.84K ﹤0.01%
+25
248
$3.77K ﹤0.01%
+50
249
$3.65K ﹤0.01%
+239
250
$3.63K ﹤0.01%
36
8 9
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