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
$264M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.28M
3
+$1.05M
4
AAPL icon
Apple
AAPL
+$905K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$863K

Top Sells

1
+$523K
2
+$239K
3
+$139K
4
IYW icon
iShares US Technology ETF
IYW
+$115K
5
VZ icon
Verizon
VZ
+$110K

Sector Composition

1 Technology 30.24%
2 Financials 9.57%
3 Consumer Staples 8.38%
4 Consumer Discretionary 5.76%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 0.8%
11,154
+409
27
$1.93M 0.73%
37,131
-2,119
28
$1.89M 0.72%
13,970
+1,904
29
$1.87M 0.71%
11,224
-88
30
$1.74M 0.66%
33,701
-980
31
$1.64M 0.62%
+10,383
32
$1.62M 0.61%
20,597
-590
33
$1.6M 0.61%
31,808
+431
34
$1.42M 0.54%
15,230
+1,073
35
$1.39M 0.53%
12,144
-1,000
36
$1.28M 0.49%
+14,725
37
$1.28M 0.48%
28,688
-750
38
$1.24M 0.47%
66,923
-3,099
39
$1.21M 0.46%
19,074
+1,799
40
$1.2M 0.46%
38,302
+13,322
41
$1.2M 0.46%
20,399
+380
42
$1.17M 0.44%
19,836
+772
43
$1.13M 0.43%
10,974
+318
44
$1.1M 0.42%
22,349
-1,054
45
$1.09M 0.41%
56,048
+2,900
46
$1.07M 0.4%
12,741
-635
47
$1.05M 0.4%
+40,928
48
$947K 0.36%
14,893
-284
49
$932K 0.35%
19,808
+3,459
50
$893K 0.34%
10,620
-97
1
2
3