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
51
$176K 0.1%
1,000
52
$174K 0.1%
800
53
$173K 0.1%
1,495
54
$171K 0.09%
1,586
+601
55
$168K 0.09%
1,955
-50
56
$159K 0.09%
466
57
$149K 0.08%
3,426
58
$145K 0.08%
1,508
+329
59
$144K 0.08%
753
60
$143K 0.08%
695
61
$141K 0.08%
1,052
62
$140K 0.08%
600
63
$135K 0.07%
2,795
64
$133K 0.07%
251
65
$129K 0.07%
494
66
$125K 0.07%
678
67
$122K 0.07%
990
68
$120K 0.07%
1,888
69
$119K 0.07%
4,014
+10
70
$117K 0.06%
634
71
$112K 0.06%
5,540
+90
72
$108K 0.06%
922
+102
73
$102K 0.06%
1,020
74
$102K 0.06%
471
75
$100K 0.06%
1,257
1 2
3
4 5