KJWM
Kiley Juergens Wealth Management Portfolio holdings
AUM
$567M
1-Year Est. Return
27.52%
This Fund
S&P 500
1 Year Est. Return
+27.52%
AUM
$567M
AUM Growth
+$104M
(+22%)
Holding
235
Top Buys
| 1 | +$5.93M | |
| 2 | +$5.67M | |
| 3 | +$3.49M | |
| 4 |
CrowdStrike
CRWD
|
+$2.94M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.9M |
Top Sells
| 1 | +$519K | |
| 2 | +$395K | |
| 3 | +$350K | |
| 4 |
Microsoft
MSFT
|
+$323K |
| 5 |
Vanguard Value ETF
VTV
|
+$298K |
Sector Composition
| 1 | Technology | 25.96% |
| 2 | Industrials | 8.47% |
| 3 | Consumer Discretionary | 7.91% |
| 4 | Consumer Staples | 7.66% |
| 5 | Financials | 7.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Toronto Dominion Bank
TD
$187B
| $217K | 0.04% |
+2,325
|
|
||
227
GE HealthCare
GEHC
$27.9B
| $215K | 0.04% |
+3,023
|
|
||
228
Kroger
KR
$37.8B
| $210K | 0.04% |
+2,896
|
|
||
229
iShares Core S&P Small-Cap ETF
IJR
$104B
| $209K | 0.04% |
+1,680
|
|
||
230
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.7B
| $204K | 0.04% |
+440
|
|
||
231
Southern Company
SO
$103B
| $201K | 0.04% |
+2,086
|
|
||
232
Kenvue
KVUE
$32.8B
| $189K | 0.03% |
10,983
-1,025
|
|
||
233
Ford
F
$63.6B
| $154K | 0.03% |
13,375
-1,985
|
|
||
234
Genworth Financial
GNW
$3.22B
| $82.4K | 0.01% |
+10,150
|
|
||
235
Gabelli Equity Trust
GAB
$1.74B
| $72.9K | 0.01% |
+13,021
|
|