KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $567M
1-Year Est. Return 27.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$567M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.67M
3
+$3.49M
4
CRWD icon
CrowdStrike
CRWD
+$2.94M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.9M

Top Sells

1
+$519K
2
+$395K
3
+$350K
4
MSFT icon
Microsoft
MSFT
+$323K
5
VTV icon
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
HFWA icon
26
Heritage Financial
HFWA
$1.12B
$4.55M 0.8%
175,051
-2,396
BA icon
27
Boeing
BA
$169B
$4.44M 0.78%
22,285
+4,359
JPM icon
28
JPMorgan Chase
JPM
$799B
$4.14M 0.73%
14,074
-218
VIG icon
29
Vanguard Dividend Appreciation ETF
VIG
$109B
$4.13M 0.73%
19,183
-232
JNJ icon
30
Johnson & Johnson
JNJ
$539B
$3.83M 0.68%
15,654
-136
MCD icon
31
McDonald's
MCD
$195B
$3.34M 0.59%
10,738
-30
VTI icon
32
Vanguard Total Stock Market ETF
VTI
$657B
$3.33M 0.59%
10,389
-55
PCAR icon
33
PACCAR
PCAR
$60.5B
$3.24M 0.57%
28,022
-111
TLT icon
34
iShares 20+ Year Treasury Bond ETF
TLT
$43.2B
$3.18M 0.56%
36,693
+919
XOM icon
35
Exxon Mobil
XOM
$635B
$3.14M 0.55%
18,483
-132
META icon
36
Meta Platforms (Facebook)
META
$1.56T
$3.11M 0.55%
+5,438
PG icon
37
Procter & Gamble
PG
$329B
$3.04M 0.54%
21,058
-2,606
WMT icon
38
Walmart Inc
WMT
$924B
$3.04M 0.54%
24,451
+70
NFLX icon
39
Netflix
NFLX
$344B
$2.94M 0.52%
30,575
+313
ETN icon
40
Eaton
ETN
$164B
$2.89M 0.51%
+8,086
SPY icon
41
State Street SPDR S&P 500 ETF Trust
SPY
$783B
$2.78M 0.49%
+4,267
CVX icon
42
Chevron
CVX
$379B
$2.77M 0.49%
13,411
-52
PLTR icon
43
Palantir
PLTR
$348B
$2.77M 0.49%
18,922
-1,012
CRWD icon
44
CrowdStrike
CRWD
$192B
$2.71M 0.48%
+6,936
UBER icon
45
Uber
UBER
$145B
$2.7M 0.48%
37,549
+530
V icon
46
Visa
V
$590B
$2.45M 0.43%
+8,122
NET icon
47
Cloudflare
NET
$93B
$2.23M 0.39%
+10,785
HD icon
48
Home Depot
HD
$310B
$2.2M 0.39%
+6,700
WM icon
49
Waste Management
WM
$86.8B
$2.15M 0.38%
+9,360
SCHF icon
50
Schwab International Equity ETF
SCHF
$66.5B
$2.15M 0.38%
86,756
+3,429
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