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
251
$1.49K ﹤0.01%
+11
252
$1.46K ﹤0.01%
+40
253
$1.43K ﹤0.01%
+6
254
$1.43K ﹤0.01%
+103
255
$1.39K ﹤0.01%
+100
256
$1.36K ﹤0.01%
+110
257
$1.32K ﹤0.01%
+13
258
$1.26K ﹤0.01%
+57
259
$778 ﹤0.01%
+160
260
$720 ﹤0.01%
+11
261
$637 ﹤0.01%
+18
262
$592 ﹤0.01%
+17
263
$206 ﹤0.01%
+29
264
$87 ﹤0.01%
+1
265
$75 ﹤0.01%
+13
266
$55 ﹤0.01%
+1
267
$0 ﹤0.01%
+89
7 8 9 10
11