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
$176M
AUM Growth
+$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$508K
2
+$438K
3
+$362K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$261K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$111K

Top Sells

1
+$765K
2
+$329K
3
+$244K
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$162K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$131K

Sector Composition

1 Technology 2.54%
2 Financials 1.98%
3 Consumer Discretionary 1.59%
4 Healthcare 1.07%
5 Consumer Staples 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$87.1K 0.05%
250
+50
77
$87K 0.05%
405
78
$86K 0.05%
1,257
79
$81.3K 0.05%
832
80
$79.4K 0.05%
3,642
81
$79.4K 0.05%
1,955
82
$78.9K 0.04%
160
83
$78.8K 0.04%
600
84
$75.2K 0.04%
275
85
$74.4K 0.04%
267
86
$73.9K 0.04%
444
87
$71.7K 0.04%
813
88
$67.7K 0.04%
247
89
$66.3K 0.04%
1,709
90
$65.4K 0.04%
976
91
$64.1K 0.04%
1,932
+1,093
92
$63K 0.04%
87
93
$62.5K 0.04%
921
94
$61.9K 0.04%
916
95
$59.2K 0.03%
1,430
96
$58.3K 0.03%
134
97
$56K 0.03%
2,140
98
$54.9K 0.03%
1,000
99
$54.9K 0.03%
577
100
$53.5K 0.03%
247
2 3
4
5 6