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
$80.3M
AUM Growth
+$8.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$451K
2
+$225K
3
+$207K
4
ALK icon
Alaska Air
ALK
+$172K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$142K

Top Sells

1
+$843K
2
+$261K
3
+$60.3K
4
SBUX icon
Starbucks
SBUX
+$40.6K
5
VZ icon
Verizon
VZ
+$35.9K

Sector Composition

1 Technology 28.89%
2 Financials 17.36%
3 Consumer Discretionary 9.65%
4 Consumer Staples 6.62%
5 Communication Services 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$637K 0.79%
23,112
-839
27
$582K 0.73%
17,825
28
$558K 0.7%
21,722
-889
29
$550K 0.69%
11,389
+147
30
$529K 0.66%
12,459
+608
31
$509K 0.63%
12,476
+793
32
$505K 0.63%
11,752
-6
33
$497K 0.62%
18,892
-75
34
$480K 0.6%
11,201
-550
35
$309K 0.38%
11,207
36
$255K 0.32%
18,554
37
$225K 0.28%
+25,000
38
– –
-10,740
39
– –
-18,703
1
2