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
$88.9M
AUM Growth
+$8.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$908K
3
+$551K
4
CAT icon
Caterpillar
CAT
+$173K
5
ALK icon
Alaska Air
ALK
+$114K

Top Sells

1
+$90.9K
2
+$69.7K
3
+$42.1K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$38.3K
5
HFWA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$807K 0.91%
19,640
+670
27
$787K 0.89%
14,931
-325
28
$732K 0.82%
25,261
+2,149
29
$644K 0.72%
17,825
30
$566K 0.64%
21,521
+2,629
31
$561K 0.63%
20,333
-1,389
32
$551K 0.62%
+31,188
33
$540K 0.61%
12,955
+479
34
$529K 0.6%
12,445
-14
35
$527K 0.59%
11,142
-247
36
$480K 0.54%
11,708
-44
37
$478K 0.54%
11,151
-50
38
$345K 0.39%
12,406
+1,199
39
$268K 0.3%
18,554
40
$241K 0.27%
25,000
1
2