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
76
$83.5K 0.05%
+818
77
$82.9K 0.05%
+1,955
78
$79.6K 0.05%
+160
79
$78.7K 0.05%
+1,709
80
$77.9K 0.05%
+436
81
$76.3K 0.04%
+3,642
82
$75.3K 0.04%
+813
83
$74K 0.04%
+275
84
$72.7K 0.04%
+247
85
$72.5K 0.04%
+267
86
$72.4K 0.04%
+1,257
87
$72.4K 0.04%
+600
88
$66K 0.04%
+444
89
$61.6K 0.04%
+921
90
$60.6K 0.04%
+247
91
$60.5K 0.04%
+200
92
$60.2K 0.03%
+976
93
$59.5K 0.03%
+87
94
$55.7K 0.03%
+1,430
95
$53.5K 0.03%
+916
96
$53.3K 0.03%
+2,140
97
$53K 0.03%
+134
98
$52.8K 0.03%
+3,042
99
$52.7K 0.03%
+577
100
$48.4K 0.03%
+1,476
2 3
4
5 6