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
201
$7.84K ﹤0.01%
72
202
$7.69K ﹤0.01%
+133
203
$7.59K ﹤0.01%
+519
204
$7.59K ﹤0.01%
77
205
$7.46K ﹤0.01%
35
206
$7.34K ﹤0.01%
+67
207
$6.91K ﹤0.01%
150
208
$6.91K ﹤0.01%
+45
209
$6.85K ﹤0.01%
379
-4
210
$6.81K ﹤0.01%
197
211
$6.62K ﹤0.01%
+193
212
$6.55K ﹤0.01%
40
213
$6.54K ﹤0.01%
+126
214
$6.44K ﹤0.01%
+34
215
$6.38K ﹤0.01%
75
216
$6.19K ﹤0.01%
1,129
217
$6.14K ﹤0.01%
71
218
$6.12K ﹤0.01%
67
219
$6.1K ﹤0.01%
20
220
$6.09K ﹤0.01%
73
221
$6.07K ﹤0.01%
78
+24
222
$5.87K ﹤0.01%
77
223
$5.8K ﹤0.01%
40
224
$5.7K ﹤0.01%
75
225
$5.51K ﹤0.01%
24
7 8
9
10 11