KWAG
Kiely Wealth Advisory Group Portfolio holdings
AUM
$155M
1-Year Est. Return
7.45%
This Fund
S&P 500
1 Year Est. Return
+7.45%
AUM
$158M
AUM Growth
-$23.7M
(-13%)
Holding
315
Top Buys
| 1 | +$6.81M | |
| 2 | +$5.99M | |
| 3 | +$1.01M | |
| 4 |
WisdomTree US MidCap Dividend Fund
DON
|
+$339K |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$301K |
Top Sells
| 1 | +$35.3M | |
| 2 | +$10.5M | |
| 3 | +$914K | |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
+$827K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$671K |
Sector Composition
| 1 | Technology | 3.37% |
| 2 | Financials | 2.63% |
| 3 | Consumer Discretionary | 1.98% |
| 4 | Healthcare | 1.31% |
| 5 | Consumer Staples | 1.08% |
