KWAG

Kiely Wealth Advisory Group Portfolio holdings

AUM $155M
1-Year Est. Return 7.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
-$2.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1 +$1.35M
2 +$1.17M
3 +$995K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$836K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$352K

Top Sells

1 +$4.39M
2 +$1.14M
3 +$606K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$571K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$310K

Sector Composition

1 Technology 3.37%
2 Financials 2.67%
3 Consumer Discretionary 2.11%
4 Healthcare 1.36%
5 Consumer Staples 1.07%