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
$218M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.47M
3
+$962K
4
MRK icon
Merck
MRK
+$893K
5
CVS icon
CVS Health
CVS
+$865K

Top Sells

1
+$320K
2
+$198K
3
+$159K
4
COST icon
Costco
COST
+$60.1K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$50.3K

Sector Composition

1 Technology 26.07%
2 Financials 10.51%
3 Consumer Staples 7.58%
4 Consumer Discretionary 5.82%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 0.92%
35,739
+214
27
$1.93M 0.88%
34,354
+5,919
28
$1.76M 0.81%
30,894
-2,786
29
$1.65M 0.76%
21,228
+2,009
30
$1.65M 0.75%
30,329
+914
31
$1.57M 0.72%
72,477
+13,930
32
$1.36M 0.62%
32,915
-420
33
$1.31M 0.6%
13,144
34
$1.24M 0.57%
47,488
-488
35
$1.19M 0.55%
20,015
+2,105
36
$1.19M 0.54%
17,449
-255
37
$1.12M 0.51%
56,788
+7,376
38
$1.04M 0.48%
38,232
-594
39
$1.01M 0.46%
13,810
+2,419
40
$1.01M 0.46%
15,327
+1,250
41
$972K 0.45%
13,376
42
$968K 0.44%
23,754
-288
43
$962K 0.44%
+19,211
44
$917K 0.42%
17,320
+1,312
45
$899K 0.41%
20,302
-500
46
$893K 0.41%
+11,488
47
$865K 0.4%
+10,368
48
$816K 0.37%
11,213
-397
49
$763K 0.35%
19,490
+2,110
50
$748K 0.34%
14,523
-977
1
2
3