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
$137M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$1.84M
3
+$1.48M
4
SYY icon
Sysco
SYY
+$1.2M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$461K

Top Sells

1
+$4.31M
2
+$2.48M
3
+$1.7M
4
SBUX icon
Starbucks
SBUX
+$1.38M
5
NKE icon
Nike
NKE
+$1.09M

Sector Composition

1 Technology 30.03%
2 Financials 11.77%
3 Consumer Discretionary 7.3%
4 Consumer Staples 6.79%
5 Communication Services 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.88%
+19,344
27
$1.16M 0.85%
54,005
-6,560
28
$902K 0.66%
15,878
-2,445
29
$780K 0.57%
32,415
+5,935
30
$773K 0.56%
14,831
-825
31
$738K 0.54%
10,261
-1,527
32
$612K 0.45%
17,591
-6,918
33
$611K 0.45%
14,961
+1,157
34
$587K 0.43%
37,438
+3,460
35
$564K 0.41%
14,332
-7,618
36
$563K 0.41%
13,033
+1,589
37
$528K 0.39%
19,672
+7,445
38
$521K 0.38%
19,972
+5,470
39
$463K 0.34%
21,409
+169
40
$414K 0.3%
17,391
-7,532
41
$380K 0.28%
10,509
-4,345
42
$358K 0.26%
12,587
-8,230
43
$314K 0.23%
12,795
+681
44
$270K 0.2%
18,554
45
$233K 0.17%
25,000
46
– –
-11,074
47
– –
-11,093
48
– –
-13,719
49
– –
-12,491
1
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