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
151
$13.9K 0.01%
+75
152
$12.4K 0.01%
+262
153
$12.2K 0.01%
+524
154
$12.1K 0.01%
+379
155
$12.1K 0.01%
+452
156
$11.9K 0.01%
+82
157
$11.7K 0.01%
+149
158
$11.6K 0.01%
+300
159
$11.5K 0.01%
+37
160
$11.3K 0.01%
+95
161
$11.2K 0.01%
+30
162
$11.2K 0.01%
+200
163
$11.1K 0.01%
+53
164
$11K 0.01%
+45
165
$10.7K 0.01%
+130
166
$10.6K 0.01%
+388
167
$10.5K 0.01%
+120
168
$10.5K 0.01%
+216
169
$10.2K 0.01%
+22
170
$10K 0.01%
+393
171
$10K 0.01%
+200
172
$9.79K 0.01%
+88
173
$9.48K 0.01%
+25
174
$9.44K 0.01%
+35
175
$9.42K 0.01%
+283
5 6
7
8 9