KWAG
Kiely Wealth Advisory Group Portfolio holdings
AUM
$155M
This Quarter Return
+4.56%
1 Year Return
+7.45%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$173M
AUM Growth
–
Cap. Flow
+$173M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
87.86%
Holding
267
New
267
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$81.9M |
| 2 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$22.1M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$20M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$11.8M |
| 5 |
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% |
