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
151
$12.9K 0.01%
452
152
$12.9K 0.01%
262
153
$12.4K 0.01%
200
154
$12.3K 0.01%
149
155
$12.3K 0.01%
524
156
$12.3K 0.01%
300
157
$12.1K 0.01%
216
158
$12K 0.01%
200
159
$11.6K 0.01%
53
160
$11.4K 0.01%
200
-190
161
$11.4K 0.01%
82
162
$11.1K 0.01%
120
163
$11K 0.01%
130
164
$10.9K 0.01%
35
165
$10.8K 0.01%
25
166
$10.6K 0.01%
388
167
$10.6K 0.01%
383
+4
168
$10.3K 0.01%
88
169
$9.98K 0.01%
45
170
$9.94K 0.01%
283
171
$9.92K 0.01%
393
172
$9.9K 0.01%
22
173
$9.31K 0.01%
100
174
$9.17K 0.01%
30
175
$9.14K 0.01%
95
5 6
7
8 9