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
$207M
AUM Growth
-$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$5.83M
3
+$2.74M
4
GLD icon
SPDR Gold Trust
GLD
+$2.16M
5
VTV icon
Vanguard Value ETF
VTV
+$1.97M

Top Sells

1
+$11.9M
2
+$8.86M
3
+$8.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.69M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.36M

Sector Composition

1 Technology 24.44%
2 Financials 10.52%
3 Consumer Discretionary 8.19%
4 Consumer Staples 6.52%
5 Communication Services 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 0.84%
11,435
-5,799
27
$1.66M 0.8%
70,138
+29,210
28
$1.55M 0.75%
33,594
+11,245
29
$1.5M 0.73%
25,154
+10,261
30
$1.27M 0.61%
35,226
+15,418
31
$1.25M 0.6%
26,588
-5,220
32
$1.22M 0.59%
10,526
-628
33
$1.02M 0.49%
26,837
+10,850
34
$930K 0.45%
39,090
+5,316
35
$914K 0.44%
15,566
-4,833
36
$896K 0.43%
10,623
+3
37
$842K 0.41%
16,984
-16,717
38
$834K 0.4%
20,239
-8,449
39
$816K 0.39%
26,872
-11,430
40
$781K 0.38%
14,011
-5,063
41
$763K 0.37%
14,909
+1,000
42
$741K 0.36%
15,437
+1,125
43
$738K 0.36%
41,339
-25,584
44
$734K 0.35%
14,178
-5,658
45
$694K 0.34%
37,820
-18,228
46
$670K 0.32%
17,005
-6,638
47
$631K 0.3%
24,936
-8,146
48
$478K 0.23%
20,902
-707
49
$430K 0.21%
15,467
-11,857
50
$368K 0.18%
11,407
-1,869
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