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
$211M
AUM Growth
+$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.2M
3
+$8.18M
4
COST icon
Costco
COST
+$7.6M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.96M

Top Sells

1
+$15.6M
2
+$9.63M
3
+$5.59M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.25M
5
GLD icon
SPDR Gold Trust
GLD
+$2.14M

Sector Composition

1 Technology 29.56%
2 Financials 10.89%
3 Consumer Staples 9.7%
4 Consumer Discretionary 9.03%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 0.93%
+13,560
27
$1.91M 0.9%
37,538
-19,630
28
$1.82M 0.86%
19,292
+4,680
29
$1.75M 0.83%
20,615
-14,851
30
$1.73M 0.82%
46,360
+29,376
31
$1.59M 0.75%
28,958
+13,392
32
$1.38M 0.65%
26,264
+12,086
33
$1.38M 0.65%
+12,219
34
$1.27M 0.6%
32,501
+5,913
35
$1.22M 0.58%
+11,986
36
$1.22M 0.58%
+17,423
37
$1.19M 0.56%
+15,333
38
$1.14M 0.54%
+12,464
39
$1.1M 0.52%
+12,847
40
$1.08M 0.51%
25,257
+11,246
41
$1.06M 0.5%
50,588
+9,249
42
$1.03M 0.49%
+11,137
43
$970K 0.46%
+12,144
44
$923K 0.44%
29,653
+9,414
45
$916K 0.43%
58,270
+20,450
46
$915K 0.43%
46,950
-23,188
47
$889K 0.42%
23,326
+6,321
48
$826K 0.39%
39,726
+636
49
$795K 0.38%
19,110
-14,484
50
$751K 0.36%
22,675
-4,162
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