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
$120M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$884K
3
+$860K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$573K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$505K

Top Sells

1
+$1.03M
2
+$339K
3
+$314K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$112K
5
COST icon
Costco
COST
+$107K

Sector Composition

1 Technology 36.55%
2 Financials 12.03%
3 Consumer Discretionary 9.04%
4 Consumer Staples 6.12%
5 Communication Services 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 0.88%
11,788
-132
27
$1.02M 0.85%
21,950
+475
28
$914K 0.76%
18,323
+5
29
$860K 0.72%
+10,356
30
$769K 0.64%
15,656
-650
31
$760K 0.63%
24,509
+1,268
32
$706K 0.59%
24,923
+266
33
$628K 0.52%
26,480
-476
34
$535K 0.45%
13,804
+1,116
35
$524K 0.44%
12,491
-2,265
36
$505K 0.42%
+33,978
37
$501K 0.42%
14,854
-94
38
$467K 0.39%
20,817
39
$453K 0.38%
11,444
+395
40
$380K 0.32%
+12,227
41
$361K 0.3%
21,240
+2,000
42
$351K 0.29%
13,719
-234
43
$340K 0.28%
+14,502
44
$287K 0.24%
12,114
-375
45
$264K 0.22%
18,554
46
$220K 0.18%
25,000
47
$201K 0.17%
+11,074
48
– –
-13,932
49
– –
-11,451
1
2