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
151
$19.9K 0.01%
308
+108
152
$18.5K 0.01%
240
153
$18.2K 0.01%
40
154
$17.5K 0.01%
28
155
$17.4K 0.01%
55
+25
156
$17.3K 0.01%
501
157
$16.4K 0.01%
200
158
$16.1K 0.01%
344
-34
159
$16K 0.01%
85
160
$15.6K 0.01%
141
161
$15.4K 0.01%
75
162
$14.3K 0.01%
+173
163
$14.2K 0.01%
37
164
$14.2K 0.01%
154
+54
165
$14.2K 0.01%
67
166
$13.1K 0.01%
452
167
$13K 0.01%
+119
168
$13K 0.01%
149
169
$12.7K 0.01%
300
170
$12.6K 0.01%
524
171
$12.4K 0.01%
330
-170
172
$12.2K 0.01%
25
173
$11.9K 0.01%
45
174
$11.8K 0.01%
95
-19
175
$11.6K 0.01%
120
5 6
7
8 9