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
$239M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$1.37M
3
+$872K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$590K
5
MSFT icon
Microsoft
MSFT
+$550K

Top Sells

1
+$624K
2
+$294K
3
+$212K
4
PLTR icon
Palantir
PLTR
+$209K
5
WBD icon
Warner Bros
WBD
+$207K

Sector Composition

1 Technology 24.55%
2 Financials 11.55%
3 Consumer Discretionary 9.6%
4 Consumer Staples 8.68%
5 Industrials 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 0.92%
13,625
-91
27
$2.17M 0.91%
17,591
-339
28
$2.08M 0.87%
11,945
-536
29
$2.03M 0.85%
18,495
-745
30
$1.88M 0.79%
28,536
-257
31
$1.77M 0.74%
13,195
-36
32
$1.53M 0.64%
20,030
-193
33
$1.53M 0.64%
17,556
-1,714
34
$1.48M 0.62%
28,897
+61
35
$1.41M 0.59%
15,890
-108
36
$1.4M 0.59%
12,650
+14
37
$1.39M 0.58%
11,920
-39
38
$1.36M 0.57%
16,607
-878
39
$1.27M 0.53%
15,217
+3
40
$1.27M 0.53%
32,224
-2,947
41
$1.26M 0.53%
11,421
+152
42
$1.23M 0.51%
46,409
-21
43
$1.2M 0.5%
36,169
+4,266
44
$1.15M 0.48%
24,076
-2,121
45
$1.01M 0.43%
10,883
-234
46
$1.01M 0.42%
28,765
-2,180
47
$996K 0.42%
54,115
-1,198
48
$918K 0.38%
41,736
+447
49
$909K 0.38%
14,770
+1,770
50
$869K 0.36%
10,435
+4
1
2
3