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
251
$2.06K ﹤0.01%
+75
252
$1.98K ﹤0.01%
7
253
$1.9K ﹤0.01%
95
254
$1.8K ﹤0.01%
27
255
$1.71K ﹤0.01%
90
256
$1.65K ﹤0.01%
14
257
$1.6K ﹤0.01%
+25
258
$1.46K ﹤0.01%
+23
259
$1.44K ﹤0.01%
40
260
$1.34K ﹤0.01%
13
261
$1.28K ﹤0.01%
11
262
$1.28K ﹤0.01%
103
263
$1.19K ﹤0.01%
110
264
$1.12K ﹤0.01%
57
265
$1K ﹤0.01%
100
266
$942 ﹤0.01%
+30
267
$769 ﹤0.01%
+25
268
$769 ﹤0.01%
160
269
$703 ﹤0.01%
17
270
$653 ﹤0.01%
11
271
$610 ﹤0.01%
+38
272
$591 ﹤0.01%
72
-663
273
$561 ﹤0.01%
18
274
$471 ﹤0.01%
+3
275
$437 ﹤0.01%
+5
8 9 10
11
12