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
26
$361K 0.2%
1,530
27
$356K 0.2%
7,781
+2,668
28
$338K 0.19%
2,679
-14
29
$334K 0.18%
5,326
30
$309K 0.17%
1,808
+198
31
$296K 0.16%
350
32
$296K 0.16%
1,847
+99
33
$287K 0.16%
1,400
-100
34
$286K 0.16%
1,496
35
$284K 0.16%
6,199
+207
36
$283K 0.16%
870
+30
37
$258K 0.14%
742
+42
38
$253K 0.14%
1,490
39
$241K 0.13%
3,171
40
$237K 0.13%
4,088
41
$220K 0.12%
3,923
42
$207K 0.11%
660
+180
43
$204K 0.11%
385
+110
44
$202K 0.11%
2,880
+33
45
$193K 0.11%
1,500
46
$193K 0.11%
1,906
47
$192K 0.11%
2,850
+51
48
$180K 0.1%
2,438
49
$178K 0.1%
1,618
+713
50
$177K 0.1%
718
+278
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