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
$213M
AUM Growth
+$1.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$4.75M
3
+$1.54M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$518K
5
SBUX icon
Starbucks
SBUX
+$401K

Top Sells

1
+$743K
2
+$589K
3
+$504K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$484K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$415K

Sector Composition

1 Technology 27.52%
2 Consumer Discretionary 12.12%
3 Financials 10.66%
4 Consumer Staples 9.16%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 0.94%
165,500
-200
27
$1.96M 0.92%
13,665
+105
28
$1.84M 0.87%
13,716
+10
29
$1.82M 0.85%
19,270
-22
30
$1.61M 0.76%
28,793
-165
31
$1.54M 0.72%
+15,998
32
$1.43M 0.67%
20,223
-392
33
$1.38M 0.65%
13,231
+1,012
34
$1.33M 0.63%
35,171
-2,367
35
$1.26M 0.59%
28,836
+2,572
36
$1.2M 0.56%
46,430
+70
37
$1.19M 0.56%
15,214
-119
38
$1.09M 0.51%
12,636
+172
39
$1.07M 0.5%
17,485
+62
40
$1.06M 0.5%
11,117
-20
41
$1.05M 0.49%
26,197
+940
42
$994K 0.47%
11,959
-27
43
$983K 0.46%
11,269
-1,578
44
$963K 0.45%
31,903
+2,250
45
$907K 0.43%
30,945
-1,556
46
$891K 0.42%
12,144
47
$848K 0.4%
55,313
+4,725
48
$805K 0.38%
41,289
+1,563
49
$781K 0.37%
13,000
+2,530
50
$761K 0.36%
40,312
-6,638
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