KWAG
Kiely Wealth Advisory Group Portfolio holdings
AUM
$155M
This Quarter Return
-0.31%
1 Year Return
+7.45%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$181M
AUM Growth
+$181M
(+3.3%)
Cap. Flow
+$4.48M
Cap. Flow
% of AUM
2.47%
Top 10 Holdings %
Top 10 Hldgs %
87.8%
Holding
322
New
37
Increased
56
Reduced
14
Closed
20
Top Buys
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$1.59M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$490K |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$329K |
| 4 |
Vanguard Russell 2000 ETF
VTWO
|
$311K |
| 5 |
Vanguard S&P 500 Value ETF
VOOV
|
$305K |
Top Sells
| 1 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$192K |
| 2 |
AutoZone
AZO
|
$78.8K |
| 3 |
United Bankshares
UBSI
|
$64.1K |
| 4 |
Linde
LIN
|
$23.5K |
| 5 |
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% |
