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
$169M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$3.5M
3
+$1.64M
4
IYW icon
iShares US Technology ETF
IYW
+$1.12M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.06M

Top Sells

1
+$738K
2
+$245K
3
+$227K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$209K
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$149K

Sector Composition

1 Technology 26.96%
2 Financials 11.54%
3 Consumer Staples 8.45%
4 Consumer Discretionary 7.23%
5 Communication Services 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 0.86%
29,028
+371
27
$1.43M 0.84%
19,210
-134
28
$1.24M 0.73%
56,917
+2,912
29
$1.12M 0.66%
+13,144
30
$1.06M 0.63%
+47,656
31
$1.04M 0.61%
18,056
+2,178
32
$1.02M 0.6%
33,545
+1,130
33
$896K 0.53%
17,902
-2,070
34
$887K 0.52%
21,002
+1,330
35
$870K 0.51%
14,461
-370
36
$792K 0.47%
+22,851
37
$783K 0.46%
15,627
+2,594
38
$773K 0.46%
42,938
+5,500
39
$692K 0.41%
+24,708
40
$684K 0.4%
14,497
-464
41
$648K 0.38%
14,480
+148
42
$645K 0.38%
17,545
-46
43
$615K 0.36%
11,606
+1,097
44
$526K 0.31%
21,409
45
$426K 0.25%
14,550
+1,755
46
$422K 0.25%
12,603
+16
47
$419K 0.25%
+18,975
48
$379K 0.22%
10,559
-6,832
49
$325K 0.19%
+6,051
50
$310K 0.18%
+10,141
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