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
$290M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$344K
3
+$204K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$71.6K
5
VTV icon
Vanguard Value ETF
VTV
+$68.2K

Top Sells

1
+$640K
2
+$403K
3
+$389K
4
MSFT icon
Microsoft
MSFT
+$380K
5
AAPL icon
Apple
AAPL
+$323K

Sector Composition

1 Technology 30.24%
2 Consumer Discretionary 11.32%
3 Financials 8.57%
4 Consumer Staples 7.99%
5 Industrials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3M 1.04%
174,156
+63
27
$2.53M 0.87%
30,243
-46
28
$2.3M 0.79%
14,636
+316
29
$2.25M 0.78%
18,883
-99
30
$2.15M 0.74%
11,992
+60
31
$2.09M 0.72%
+10,076
32
$1.98M 0.68%
13,643
+97
33
$1.94M 0.67%
16,040
+2
34
$1.92M 0.66%
16,153
-405
35
$1.53M 0.53%
11,374
-2,395
36
$1.49M 0.51%
44,465
-266
37
$1.43M 0.49%
12,434
-510
38
$1.43M 0.49%
16,008
-1,083
39
$1.37M 0.47%
12,448
+94
40
$1.28M 0.44%
17,220
-2,367
41
$1.25M 0.43%
24,123
+114
42
$1.23M 0.42%
11,480
+114
43
$1.19M 0.41%
15,996
+415
44
$1.09M 0.37%
37,858
+134
45
$1.06M 0.37%
25,524
-1,592
46
$979K 0.34%
26,701
-1,735
47
$930K 0.32%
41,595
-270
48
$927K 0.32%
42,320
+374
49
$907K 0.31%
24,398
-5,878
50
$862K 0.3%
48,370
+396
1
2
3