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
276
$2.1K ﹤0.01%
95
277
$2.07K ﹤0.01%
53
278
$2.03K ﹤0.01%
27
279
$1.94K ﹤0.01%
90
280
$1.92K ﹤0.01%
15
281
$1.67K ﹤0.01%
+22
282
$1.6K ﹤0.01%
100
283
$1.46K ﹤0.01%
40
284
$1.4K ﹤0.01%
13
285
$1.34K ﹤0.01%
23
286
$1.33K ﹤0.01%
11
287
$1.13K ﹤0.01%
110
288
$1.09K ﹤0.01%
+33
289
$1.04K ﹤0.01%
103
290
$770 ﹤0.01%
160
291
$700 ﹤0.01%
100
+28
292
$628 ﹤0.01%
11
293
$605 ﹤0.01%
18
294
$569 ﹤0.01%
17
295
$474 ﹤0.01%
+100
296
$435 ﹤0.01%
56
-1
297
$305 ﹤0.01%
29
298
$153 ﹤0.01%
13
299
$108 ﹤0.01%
1
300
$56 ﹤0.01%
1
9 10 11
12
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