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
$191M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$1.9M
3
+$1.34M
4
AAPL icon
Apple
AAPL
+$1.16M
5
COST icon
Costco
COST
+$1.03M

Top Sells

1
+$850K
2
+$516K
3
+$419K
4
SBUX icon
Starbucks
SBUX
+$179K
5
MSFT icon
Microsoft
MSFT
+$40.1K

Sector Composition

1 Technology 24.47%
2 Financials 11.39%
3 Consumer Staples 7.77%
4 Consumer Discretionary 6.42%
5 Industrials 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 0.95%
33,680
+273
27
$1.82M 0.95%
28,435
-593
28
$1.53M 0.8%
29,415
+13,788
29
$1.51M 0.79%
19,219
+9
30
$1.34M 0.7%
+10,221
31
$1.34M 0.7%
58,547
+1,630
32
$1.29M 0.67%
33,335
-210
33
$1.2M 0.62%
47,976
+320
34
$1.15M 0.6%
13,144
35
$1.11M 0.58%
17,910
-146
36
$1.05M 0.55%
38,826
+14,118
37
$961K 0.5%
24,042
+1,191
38
$929K 0.49%
49,412
+6,474
39
$925K 0.48%
17,704
-198
40
$882K 0.46%
14,077
-384
41
$870K 0.45%
+13,376
42
$861K 0.45%
+11,391
43
$845K 0.44%
20,802
-200
44
$827K 0.43%
16,008
+1,528
45
$761K 0.4%
15,500
+1,003
46
$756K 0.39%
11,610
+4
47
$669K 0.35%
+30,750
48
$629K 0.33%
17,380
-165
49
$534K 0.28%
+10,011
50
$532K 0.28%
8,141
+2,090
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