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
176
$8.92K 0.01%
27
177
$8.76K 0.01%
114
178
$8.64K ﹤0.01%
130
179
$8.17K ﹤0.01%
100
180
$8.06K ﹤0.01%
72
+40
181
$7.78K ﹤0.01%
143
182
$7.74K ﹤0.01%
51
183
$7.64K ﹤0.01%
400
184
$7.51K ﹤0.01%
99
185
$7.44K ﹤0.01%
92
186
$7.15K ﹤0.01%
132
187
$6.85K ﹤0.01%
197
188
$6.63K ﹤0.01%
77
189
$6.46K ﹤0.01%
40
190
$6.27K ﹤0.01%
150
191
$6.22K ﹤0.01%
73
192
$5.88K ﹤0.01%
40
193
$5.83K ﹤0.01%
80
194
$5.79K ﹤0.01%
75
195
$5.77K ﹤0.01%
71
196
$5.75K ﹤0.01%
1,129
197
$5.74K ﹤0.01%
67
198
$5.72K ﹤0.01%
20
199
$5.58K ﹤0.01%
75
200
$5.51K ﹤0.01%
+110
6 7
8
9 10