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
176
$11.5K 0.01%
+800
177
$11.5K 0.01%
130
178
$11.3K 0.01%
215
+15
179
$10.8K 0.01%
+100
180
$10.8K 0.01%
388
181
$10.8K 0.01%
216
182
$10.6K 0.01%
200
183
$10.6K 0.01%
88
184
$10.5K 0.01%
22
185
$10.3K 0.01%
53
186
$10.3K 0.01%
+43
187
$10.1K 0.01%
393
188
$10.1K 0.01%
82
189
$9.94K 0.01%
+100
190
$9.74K 0.01%
283
191
$9.41K 0.01%
95
192
$9.16K 0.01%
51
193
$8.61K ﹤0.01%
130
194
$8.6K ﹤0.01%
143
195
$8.53K ﹤0.01%
99
196
$8.48K ﹤0.01%
+167
197
$8.33K ﹤0.01%
92
198
$8.33K ﹤0.01%
27
199
$8.06K ﹤0.01%
416
+116
200
$7.85K ﹤0.01%
132
6 7
8
9 10