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
126
$26.8K 0.02%
278
127
$26.7K 0.02%
100
128
$25.5K 0.01%
725
129
$24.7K 0.01%
369
130
$24.1K 0.01%
42
131
$23.8K 0.01%
96
132
$23.5K 0.01%
+53
133
$22.2K 0.01%
174
134
$21K 0.01%
44
135
$20.4K 0.01%
200
136
$20.2K 0.01%
18
137
$18.9K 0.01%
340
+300
138
$18.8K 0.01%
500
139
$18.3K 0.01%
40
140
$18.2K 0.01%
240
141
$18.1K 0.01%
415
142
$18K 0.01%
28
143
$17K 0.01%
378
+34
144
$16.9K 0.01%
501
+1
145
$16.4K 0.01%
67
146
$16.1K 0.01%
200
147
$15.8K 0.01%
75
148
$14.9K 0.01%
37
149
$14K 0.01%
85
150
$13.3K 0.01%
141
4 5
6
7 8