KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $454M
1-Year Est. Return 26.45%
This Quarter Est. Return
1 Year Est. Return
+26.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.38M
3
+$363K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$321K
5
MSTY icon
YieldMax MSTR Option Income Strategy ETF
MSTY
+$159K

Top Sells

1
+$6.07M
2
+$2.92M
3
+$1.93M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.76M
5
HFWA icon
Heritage Financial
HFWA
+$1.34M

Sector Composition

1 Technology 35.49%
2 Consumer Discretionary 9.2%
3 Consumer Staples 8.27%
4 Financials 7.86%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
26
Palantir
PLTR
$422B
$3.69M 0.81%
20,247
-600
UBER icon
27
Uber
UBER
$175B
$3.6M 0.79%
36,719
+400
VTI icon
28
Vanguard Total Stock Market ETF
VTI
$582B
$3.52M 0.78%
10,739
-1,444
BA icon
29
Boeing
BA
$194B
$3.38M 0.74%
15,650
+712
TLT icon
30
iShares 20+ Year Treasury Bond ETF
TLT
$47.3B
$3.31M 0.73%
37,007
+347
MCD icon
31
McDonald's
MCD
$220B
$3.22M 0.71%
10,601
-133
PG icon
32
Procter & Gamble
PG
$338B
$3.17M 0.7%
20,639
-1,408
ORCL icon
33
Oracle
ORCL
$545B
$3.12M 0.69%
11,084
-153
JNJ icon
34
Johnson & Johnson
JNJ
$529B
$2.98M 0.66%
16,056
-1,905
PCAR icon
35
PACCAR
PCAR
$64B
$2.78M 0.61%
28,318
-603
WMT icon
36
Walmart Inc
WMT
$950B
$2.52M 0.56%
24,481
-377
RSP icon
37
Invesco S&P 500 Equal Weight ETF
RSP
$78.9B
$2.48M 0.55%
+13,064
XOM icon
38
Exxon Mobil
XOM
$545B
$2.14M 0.47%
19,000
-10,177
CVX icon
39
Chevron
CVX
$332B
$2.13M 0.47%
13,713
-410
QCOM icon
40
Qualcomm
QCOM
$173B
$2.02M 0.45%
12,162
-4
SCHF icon
41
Schwab International Equity ETF
SCHF
$57.6B
$1.77M 0.39%
75,856
-172
BAC icon
42
Bank of America
BAC
$379B
$1.74M 0.38%
33,766
-3,771
SCHG icon
43
Schwab US Large-Cap Growth ETF
SCHG
$52.8B
$1.67M 0.37%
52,434
+2,630
VEA icon
44
Vanguard FTSE Developed Markets ETF
VEA
$201B
$1.66M 0.37%
27,715
+2,143
CSCO icon
45
Cisco
CSCO
$297B
$1.62M 0.36%
23,684
-471
SCHA icon
46
Schwab U.S Small- Cap ETF
SCHA
$20.7B
$1.5M 0.33%
53,893
+733
SCHZ icon
47
Schwab US Aggregate Bond ETF
SCHZ
$9.61B
$1.39M 0.31%
59,257
+4,204
BA.PRA
48
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$8.98B
$1.38M 0.3%
+19,900
INTC icon
49
Intel
INTC
$230B
$1.37M 0.3%
40,775
-198
SCHE icon
50
Schwab Emerging Markets Equity ETF
SCHE
$12B
$1.3M 0.29%
39,009
+1,227
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