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
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