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
201
$5.29K ﹤0.01%
+40
202
$5.23K ﹤0.01%
+67
203
$5.19K ﹤0.01%
+11
204
$5.18K ﹤0.01%
+75
205
$5.01K ﹤0.01%
+23
206
$4.99K ﹤0.01%
+24
207
$4.85K ﹤0.01%
+77
208
$4.81K ﹤0.01%
+75
209
$4.76K ﹤0.01%
+33
210
$4.71K ﹤0.01%
+96
211
$4.57K ﹤0.01%
+54
212
$4.4K ﹤0.01%
+3
213
$4.38K ﹤0.01%
+33
214
$4.1K ﹤0.01%
+17
215
$4.05K ﹤0.01%
+460
216
$4K ﹤0.01%
+85
217
$3.99K ﹤0.01%
+100
218
$3.98K ﹤0.01%
+45
219
$3.92K ﹤0.01%
+21
220
$3.84K ﹤0.01%
+54
221
$3.71K ﹤0.01%
+17
222
$3.57K ﹤0.01%
+6
223
$3.53K ﹤0.01%
+1
224
$3.5K ﹤0.01%
+33
225
$3.48K ﹤0.01%
+31
7 8
9
10 11