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
51
$173K 0.1%
+1,500
52
$161K 0.09%
+1,495
53
$152K 0.09%
+2,799
54
$151K 0.09%
+1,000
55
$150K 0.09%
+1,052
56
$148K 0.09%
+751
57
$147K 0.09%
+466
58
$142K 0.08%
+753
59
$138K 0.08%
+3,426
60
$128K 0.07%
+251
61
$127K 0.07%
+800
62
$124K 0.07%
+2,795
63
$123K 0.07%
+600
64
$120K 0.07%
+494
65
$114K 0.07%
+990
66
$114K 0.07%
+471
67
$112K 0.06%
+1,179
68
$111K 0.06%
+634
69
$110K 0.06%
+289
70
$109K 0.06%
+3,992
71
$105K 0.06%
+1,888
72
$102K 0.06%
+1,020
73
$96.3K 0.06%
+905
74
$88.9K 0.05%
+832
75
$85.3K 0.05%
+405
1 2
3
4 5