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
$267M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$731K
3
+$692K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$354K
5
COST icon
Costco
COST
+$351K

Top Sells

1
+$759K
2
+$439K
3
+$77.9K
4
VZ icon
Verizon
VZ
+$75.8K
5
CMCSA icon
Comcast
CMCSA
+$62.5K

Sector Composition

1 Technology 27.81%
2 Consumer Discretionary 11.25%
3 Financials 9.11%
4 Consumer Staples 8.3%
5 Communication Services 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.78M 1.04%
174,093
+3,189
27
$2.42M 0.91%
18,982
+487
28
$2.34M 0.87%
14,320
-163
29
$2.31M 0.87%
11,932
-13
30
$2.22M 0.83%
30,289
+1,753
31
$2.19M 0.82%
13,769
+144
32
$1.77M 0.66%
13,546
+351
33
$1.71M 0.64%
17,091
-465
34
$1.67M 0.62%
16,038
+148
35
$1.54M 0.58%
16,558
-49
36
$1.52M 0.57%
12,354
+434
37
$1.51M 0.57%
19,587
-443
38
$1.46M 0.55%
44,731
-1,678
39
$1.38M 0.52%
12,944
+294
40
$1.26M 0.47%
24,009
-67
41
$1.25M 0.47%
11,366
-55
42
$1.2M 0.45%
15,581
+364
43
$1.18M 0.44%
30,276
-1,948
44
$1.17M 0.44%
60,566
+6,451
45
$1.16M 0.43%
28,436
-461
46
$1.08M 0.4%
37,724
+1,555
47
$1.03M 0.38%
27,116
-1,649
48
$941K 0.35%
18,599
+3,829
49
$915K 0.34%
41,865
+129
50
$879K 0.33%
41,946
+772
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