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
101
$52.9K 0.03%
1,393
+42
102
$50.9K 0.03%
1,476
103
$49.7K 0.03%
855
104
$48K 0.03%
270
105
$45.2K 0.03%
730
106
$44.5K 0.03%
239
107
$42.2K 0.02%
800
108
$40.8K 0.02%
1,583
-107
109
$38.6K 0.02%
200
110
$37.8K 0.02%
55
111
$37.7K 0.02%
280
112
$36.2K 0.02%
400
113
$35.8K 0.02%
1,050
114
$35.4K 0.02%
574
+35
115
$33.8K 0.02%
308
116
$31.3K 0.02%
166
117
$31.3K 0.02%
816
118
$30.5K 0.02%
128
119
$30.4K 0.02%
400
120
$29.9K 0.02%
581
121
$29.6K 0.02%
958
+24
122
$28.7K 0.02%
56
123
$27.9K 0.02%
83
124
$27.6K 0.02%
475
125
$27K 0.02%
489
+10
3 4
5
6 7