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
101
$59.7K 0.03%
1,430
102
$54.8K 0.03%
2,140
103
$52.1K 0.03%
1,000
104
$51.9K 0.03%
270
105
$51.7K 0.03%
1,351
-42
106
$51.4K 0.03%
1,476
107
$50K 0.03%
247
108
$47.4K 0.03%
239
109
$47K 0.03%
730
110
$45.5K 0.03%
55
111
$44.5K 0.02%
800
112
$44.1K 0.02%
1,539
-44
113
$41.2K 0.02%
+253
114
$41K 0.02%
400
115
$40.1K 0.02%
200
116
$39.4K 0.02%
280
117
$37K 0.02%
539
-35
118
$35.8K 0.02%
1,050
119
$34.3K 0.02%
816
120
$34K 0.02%
475
121
$33.9K 0.02%
1,035
+77
122
$33.7K 0.02%
+2,032
123
$33.4K 0.02%
+198
124
$33K 0.02%
308
125
$32.8K 0.02%
870
+289
3 4
5
6 7