KJWM
Kiley Juergens Wealth Management Portfolio holdings
AUM
$433M
This Quarter Return
+6.55%
1 Year Return
+20.69%
3 Year Return
+99.58%
5 Year Return
+155.25%
10 Year Return
–
AUM
$88.9M
AUM Growth
+$88.9M
(+11%)
Cap. Flow
+$3.45M
Cap. Flow
% of AUM
3.88%
Top 10 Holdings %
Top 10 Hldgs %
68.76%
Holding
40
New
3
Increased
24
Reduced
10
Closed
–
Top Buys
| 1 |
Chevron
CVX
|
$1.33M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$908K |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$551K |
| 4 |
Caterpillar
CAT
|
$173K |
| 5 |
Alaska Air
ALK
|
$114K |
Top Sells
| 1 |
Starbucks
SBUX
|
$90.9K |
| 2 |
Microsoft
MSFT
|
$69.7K |
| 3 |
Procter & Gamble
PG
|
$42.1K |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$38.3K |
| 5 |
Heritage Financial
HFWA
|
$17.7K |
Sector Composition
| 1 | Technology | 28.06% |
| 2 | Financials | 16.58% |
| 3 | Consumer Discretionary | 9.72% |
| 4 | Consumer Staples | 6.43% |
| 5 | Communication Services | 6.31% |
