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
$155M
AUM Growth
-$2.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1 +$1.35M
2 +$1.15M
3 +$996K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$833K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$319K

Top Sells

1 +$4.39M
2 +$1.14M
3 +$603K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$571K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$317K

Sector Composition

1 Technology 3.37%
2 Financials 2.67%
3 Consumer Discretionary 2.11%
4 Healthcare 1.36%
5 Consumer Staples 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MMM icon
176
3M
MMM
$86B
$14.2K 0.01%
95
SHY icon
177
iShares 1-3 Year Treasury Bond ETF
SHY
$23.4B
$14.2K 0.01%
173
IYF icon
178
iShares US Financials ETF
IYF
$4.12B
$14.1K 0.01%
120
SCHA icon
179
Schwab U.S Small- Cap ETF
SCHA
$19.5B
$14K 0.01%
524
-524
EXC icon
180
Exelon
EXC
$44B
$13.8K 0.01%
330
FNDE icon
181
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.79B
$13.6K 0.01%
452
VRSK icon
182
Verisk Analytics
VRSK
$30.4B
$13.2K 0.01%
45
CSL icon
183
Carlisle Companies
CSL
$13.7B
$13.1K 0.01%
37
CDW icon
184
CDW
CDW
$18.3B
$12.8K 0.01%
67
LQD icon
185
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.6B
$12.8K 0.01%
119
CPRT icon
186
Copart
CPRT
$37.8B
$12.7K 0.01%
216
CCI icon
187
Crown Castle
CCI
$37.5B
$12.6K 0.01%
141
DHS icon
188
WisdomTree US High Dividend Fund
DHS
$1.31B
$12.5K 0.01%
130
FNDA icon
189
Schwab Fundamental US Small Company Index ETF
FNDA
$9.1B
$11.8K 0.01%
388
-388
IT icon
190
Gartner
IT
$18.1B
$11.6K 0.01%
22
MGV icon
191
Vanguard Mega Cap Value ETF
MGV
$10.7B
$11.5K 0.01%
88
ITW icon
192
Illinois Tool Works
ITW
$72.6B
$11.1K 0.01%
43
CHKP icon
193
Check Point Software Technologies
CHKP
$20.3B
$11K 0.01%
51
IEX icon
194
IDEX
IEX
$13.3B
$10.4K 0.01%
53
T icon
195
AT&T
T
$171B
$10.3K 0.01%
416
SPIP icon
196
State Street SPDR Portfolio TIPS ETF
SPIP
$965M
$10.1K 0.01%
393
RWR icon
197
State Street SPDR Dow Jones REIT ETF
RWR
$1.69B
$10.1K 0.01%
100
COP icon
198
ConocoPhillips
COP
$114B
$9.95K 0.01%
100
FNDF icon
199
Schwab Fundamental International Large Company Index ETF
FNDF
$18.8B
$9.91K 0.01%
283
SHOP icon
200
Shopify
SHOP
$221B
$9.59K 0.01%
80