KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $433M
1-Year Est. Return 20.69%
This Quarter Est. Return
1 Year Est. Return
+20.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$433M
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$1.93M
3
+$1.2M
4
AAPL icon
Apple
AAPL
+$980K
5
XOM icon
Exxon Mobil
XOM
+$955K

Top Sells

1
+$1.01M
2
+$496K
3
+$302K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$194K
5
QCOM icon
Qualcomm
QCOM
+$173K

Sector Composition

1 Technology 33.47%
2 Consumer Discretionary 9.97%
3 Consumer Staples 9.36%
4 Financials 8.29%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSBK icon
26
Timberland Bancorp
TSBK
$248M
$3.77M 0.87%
120,809
+11
VTI icon
27
Vanguard Total Stock Market ETF
VTI
$543B
$3.7M 0.85%
12,183
+1,491
PG icon
28
Procter & Gamble
PG
$354B
$3.51M 0.81%
22,047
-55
UBER icon
29
Uber
UBER
$192B
$3.39M 0.78%
36,319
+971
TLT icon
30
iShares 20+ Year Treasury Bond ETF
TLT
$49.1B
$3.24M 0.75%
36,660
-3,425
XOM icon
31
Exxon Mobil
XOM
$479B
$3.15M 0.73%
29,177
+8,856
MCD icon
32
McDonald's
MCD
$220B
$3.14M 0.72%
10,734
-272
BA icon
33
Boeing
BA
$161B
$3.13M 0.72%
14,938
+427
PLTR icon
34
Palantir
PLTR
$423B
$2.84M 0.66%
20,847
-216
PCAR icon
35
PACCAR
PCAR
$49.7B
$2.75M 0.63%
28,921
+5
JNJ icon
36
Johnson & Johnson
JNJ
$465B
$2.74M 0.63%
17,961
+52
ORCL icon
37
Oracle
ORCL
$830B
$2.46M 0.57%
11,237
-55
WMT icon
38
Walmart
WMT
$859B
$2.43M 0.56%
24,858
+94
CVX icon
39
Chevron
CVX
$308B
$2.02M 0.47%
14,123
-1
QCOM icon
40
Qualcomm
QCOM
$176B
$1.94M 0.45%
12,166
-1,086
TM icon
41
Toyota
TM
$258B
$1.93M 0.45%
+11,203
BAC icon
42
Bank of America
BAC
$376B
$1.78M 0.41%
37,537
+192
SCHF icon
43
Schwab International Equity ETF
SCHF
$52.4B
$1.68M 0.39%
76,028
+10,847
CSCO icon
44
Cisco
CSCO
$277B
$1.68M 0.39%
24,155
-33
VEA icon
45
Vanguard FTSE Developed Markets ETF
VEA
$178B
$1.46M 0.34%
25,572
+914
SCHG icon
46
Schwab US Large-Cap Growth ETF
SCHG
$51.8B
$1.45M 0.34%
49,804
+11,369
SCHA icon
47
Schwab U.S Small- Cap ETF
SCHA
$20.3B
$1.34M 0.31%
53,160
+4,880
IEF icon
48
iShares 7-10 Year Treasury Bond ETF
IEF
$38.9B
$1.3M 0.3%
13,528
+234
VZ icon
49
Verizon
VZ
$171B
$1.28M 0.3%
29,593
+10,554
SCHZ icon
50
Schwab US Aggregate Bond ETF
SCHZ
$9.05B
$1.28M 0.3%
55,053
+557
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