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
$97M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$977K
2
+$823K
3
+$652K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$382K
5
BA icon
Boeing
BA
+$279K

Top Sells

1
+$491K
2
+$465K
3
+$219K
4
FLR icon
Fluor
FLR
+$212K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$121K

Sector Composition

1 Technology 33.69%
2 Financials 14.59%
3 Consumer Discretionary 9.75%
4 Consumer Staples 7.1%
5 Communication Services 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$844K 0.87%
21,475
-468
27
$823K 0.85%
+12,170
28
$746K 0.77%
18,318
-594
29
$719K 0.74%
23,241
+1,755
30
$684K 0.71%
16,306
-750
31
$660K 0.68%
24,657
32
$572K 0.59%
26,956
+1,207
33
$502K 0.52%
14,948
+408
34
$454K 0.47%
14,756
+2,456
35
$423K 0.44%
12,688
-3,628
36
$400K 0.41%
13,953
+252
37
$370K 0.38%
11,049
-362
38
$352K 0.36%
20,817
+3,119
39
$339K 0.35%
13,932
+1,358
40
$262K 0.27%
12,489
+100
41
$254K 0.26%
18,554
42
$251K 0.26%
19,240
+1,868
43
$211K 0.22%
25,000
44
– –
-10,951
45
– –
-11,231
46
– –
-3,939
1
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