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
176
$9.17K 0.01%
+114
177
$9.08K 0.01%
+27
178
$8.91K 0.01%
+100
179
$8.32K ﹤0.01%
+130
180
$8.26K ﹤0.01%
+40
181
$8.12K ﹤0.01%
+51
182
$7.9K ﹤0.01%
+143
183
$7.88K ﹤0.01%
+100
184
$7.84K ﹤0.01%
+92
185
$7.78K ﹤0.01%
+400
186
$7.77K ﹤0.01%
+735
187
$7.34K ﹤0.01%
+132
188
$6.87K ﹤0.01%
+99
189
$6.7K ﹤0.01%
+197
190
$6.63K ﹤0.01%
+150
191
$6.59K ﹤0.01%
+80
192
$6.01K ﹤0.01%
+77
193
$5.95K ﹤0.01%
+73
194
$5.88K ﹤0.01%
+24
195
$5.87K ﹤0.01%
+1,129
196
$5.68K ﹤0.01%
+71
197
$5.65K ﹤0.01%
+75
198
$5.55K ﹤0.01%
+20
199
$5.29K ﹤0.01%
+72
200
$5.29K ﹤0.01%
+75
6 7
8
9 10