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
201
$5.42K ﹤0.01%
77
202
$5.27K ﹤0.01%
+30
203
$5.26K ﹤0.01%
24
204
$5.23K ﹤0.01%
75
205
$5.23K ﹤0.01%
23
206
$5.17K ﹤0.01%
300
-2,742
207
$5.06K ﹤0.01%
+80
208
$5.03K ﹤0.01%
75
209
$5K ﹤0.01%
24
210
$5K ﹤0.01%
96
211
$4.9K ﹤0.01%
+34
212
$4.86K ﹤0.01%
33
213
$4.76K ﹤0.01%
72
214
$4.67K ﹤0.01%
11
215
$4.67K ﹤0.01%
33
216
$4.54K ﹤0.01%
21
217
$4.46K ﹤0.01%
45
218
$4.46K ﹤0.01%
54
219
$4.38K ﹤0.01%
3
220
$4.32K ﹤0.01%
17
221
$4.24K ﹤0.01%
+333
222
$4.22K ﹤0.01%
100
223
$4.22K ﹤0.01%
33
224
$4.15K ﹤0.01%
17
225
$4.05K ﹤0.01%
460
7 8
9
10 11