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
$228M
AUM Growth
+$9.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$1.75M
3
+$1.64M
4
ABBV icon
AbbVie
ABBV
+$1.3M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.07M

Top Sells

1
+$1.59M
2
+$1.24M
3
+$899K
4
GE icon
GE Aerospace
GE
+$653K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$346K

Sector Composition

1 Technology 27.48%
2 Financials 10.2%
3 Consumer Staples 7.95%
4 Consumer Discretionary 6.22%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 0.98%
17,361
+427
27
$2.12M 0.93%
39,250
+3,511
28
$1.85M 0.81%
34,681
+327
29
$1.75M 0.77%
31,377
+483
30
$1.66M 0.73%
21,187
-41
31
$1.64M 0.72%
+11,312
32
$1.43M 0.63%
70,022
-2,455
33
$1.33M 0.58%
13,144
34
$1.3M 0.57%
+12,066
35
$1.25M 0.55%
29,438
-3,477
36
$1.21M 0.53%
16,349
-1,100
37
$1.17M 0.51%
23,403
-6,926
38
$1.11M 0.49%
14,157
+347
39
$1.05M 0.46%
20,019
+4
40
$1.04M 0.45%
38,236
+4
41
$1.03M 0.45%
53,148
-3,640
42
$988K 0.43%
13,376
43
$960K 0.42%
15,177
-150
44
$940K 0.41%
17,275
-45
45
$904K 0.4%
10,656
+288
46
$864K 0.38%
11,513
+25
47
$863K 0.38%
23,443
-311
48
$819K 0.36%
19,064
-426
49
$781K 0.34%
+24,980
50
$780K 0.34%
10,717
-496
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