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
126
$25.4K 0.01%
+934
127
$25.2K 0.01%
+100
128
$24.2K 0.01%
+725
129
$23.3K 0.01%
+278
130
$23.2K 0.01%
+42
131
$22.9K 0.01%
+96
132
$22.6K 0.01%
+369
133
$22.4K 0.01%
+18
134
$21.9K 0.01%
+479
135
$21.4K 0.01%
+53
136
$21.3K 0.01%
+390
137
$20.3K 0.01%
+166
138
$18.6K 0.01%
+174
139
$18.1K 0.01%
+200
140
$18.1K 0.01%
+28
141
$17.6K 0.01%
+240
142
$17.5K 0.01%
+40
143
$17.4K 0.01%
+500
144
$17.2K 0.01%
+200
145
$17.1K 0.01%
+344
146
$16.7K 0.01%
+500
147
$16.7K 0.01%
+415
148
$16.3K 0.01%
+85
149
$15.4K 0.01%
+141
150
$15.4K 0.01%
+67
4 5
6
7 8