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
76
$95.2K 0.05%
436
77
$92.9K 0.05%
405
78
$92.5K 0.05%
832
79
$90.4K 0.05%
160
80
$84.6K 0.05%
159
+103
81
$83.7K 0.05%
250
82
$83.5K 0.05%
308
+61
83
$81.9K 0.05%
2,029
+74
84
$81.1K 0.04%
3,642
85
$78.4K 0.04%
267
86
$74K 0.04%
146
+12
87
$73.4K 0.04%
1,254
+399
88
$72.7K 0.04%
87
89
$71.3K 0.04%
916
90
$71.2K 0.04%
275
91
$70K 0.04%
583
+569
92
$68.6K 0.04%
1,750
+41
93
$68.4K 0.04%
600
94
$67K 0.04%
577
95
$65.8K 0.04%
+663
96
$64.2K 0.04%
444
97
$63.9K 0.04%
921
98
$63.7K 0.04%
+119
99
$62.6K 0.03%
976
100
$61K 0.03%
813
2 3
4
5 6