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
101
$47.3K 0.03%
+855
102
$46.4K 0.03%
+1,690
103
$45.3K 0.03%
+1,000
104
$45.3K 0.03%
+1,351
105
$44.7K 0.03%
+270
106
$44.3K 0.03%
+239
107
$40.8K 0.02%
+730
108
$37.9K 0.02%
+210
109
$36.8K 0.02%
+1,050
110
$34.1K 0.02%
+200
111
$33.9K 0.02%
+800
112
$33.6K 0.02%
+280
113
$33.5K 0.02%
+55
114
$33.3K 0.02%
+400
115
$32.4K 0.02%
+308
116
$31.9K 0.02%
+581
117
$31.9K 0.02%
+539
118
$30.9K 0.02%
+839
119
$30.8K 0.02%
+816
120
$28.3K 0.02%
+475
121
$28.1K 0.02%
+128
122
$27.5K 0.02%
+56
123
$27.4K 0.02%
+44
124
$26.9K 0.02%
+83
125
$26.9K 0.02%
+400
3 4
5
6 7