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
$91.4M
AUM Growth
+$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$310K
2
+$303K
3
+$297K
4
SLV icon
iShares Silver Trust
SLV
+$268K
5
GLD icon
SPDR Gold Trust
GLD
+$243K

Top Sells

1
+$920K
2
+$237K
3
+$169K
4
AAPL icon
Apple
AAPL
+$126K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$51.2K

Sector Composition

1 Technology 28.85%
2 Financials 15.98%
3 Consumer Discretionary 10.16%
4 Consumer Staples 7.04%
5 Communication Services 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$738K 0.81%
25,328
+67
27
$673K 0.74%
19,766
+126
28
$657K 0.72%
17,825
29
$608K 0.67%
21,955
+434
30
$590K 0.65%
11,701
+559
31
$573K 0.63%
31,392
+204
32
$502K 0.55%
12,234
-721
33
$460K 0.5%
12,114
+406
34
$449K 0.49%
11,171
-1,274
35
$447K 0.49%
10,951
-200
36
$377K 0.41%
13,681
+1,275
37
$331K 0.36%
11,844
-8,489
38
$278K 0.3%
18,554
39
$268K 0.29%
+16,872
40
$244K 0.27%
25,000
41
– –
-14,449
1
2