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
$173M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$81.9M
2
+$22.1M
3
+$20M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$11.8M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$4.89M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.68%
2 Financials 1.88%
3 Consumer Discretionary 1.49%
4 Healthcare 1.13%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$344K 0.2%
+3,577
27
$343K 0.2%
+5,326
28
$324K 0.19%
+1,530
29
$317K 0.18%
+1,755
30
$315K 0.18%
+2,693
31
$314K 0.18%
+5,992
32
$309K 0.18%
+1,500
33
$295K 0.17%
+1,651
34
$277K 0.16%
+1,733
35
$267K 0.15%
+3,171
36
$264K 0.15%
+418
37
$263K 0.15%
+840
38
$260K 0.15%
+531
39
$251K 0.15%
+1,610
40
$250K 0.14%
+2,438
41
$248K 0.14%
+700
42
$243K 0.14%
+5,450
43
$227K 0.13%
+4,088
44
$226K 0.13%
+1,490
45
$213K 0.12%
+2,847
46
$209K 0.12%
+3,923
47
$194K 0.11%
+5,081
48
$191K 0.11%
+1,906
49
$187K 0.11%
+1,955
50
$185K 0.11%
+650
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