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
251
$3.61K ﹤0.01%
+33
252
$3.59K ﹤0.01%
31
253
$3.5K ﹤0.01%
32
254
$3.48K ﹤0.01%
6
255
$3.45K ﹤0.01%
33
+13
256
$3.42K ﹤0.01%
32
257
$3.39K ﹤0.01%
1
258
$3.38K ﹤0.01%
+17
259
$3.29K ﹤0.01%
10
260
$3.27K ﹤0.01%
8
261
$3.19K ﹤0.01%
45
262
$3.16K ﹤0.01%
19
263
$3.1K ﹤0.01%
80
264
$3.03K ﹤0.01%
33
265
$2.95K ﹤0.01%
57
266
$2.9K ﹤0.01%
50
-30
267
$2.71K ﹤0.01%
43
268
$2.63K ﹤0.01%
17
269
$2.61K ﹤0.01%
38
270
$2.54K ﹤0.01%
31
271
$2.42K ﹤0.01%
58
272
$2.38K ﹤0.01%
36
273
$2.3K ﹤0.01%
191
+4
274
$2.28K ﹤0.01%
7
275
$2.28K ﹤0.01%
60
9 10
11
12 13