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
$277M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$873K
2
+$585K
3
+$469K
4
HFWA icon
Heritage Financial
HFWA
+$448K
5
AMZN icon
Amazon
AMZN
+$432K

Top Sells

1
+$949K
2
+$901K
3
+$704K
4
BMY icon
Bristol-Myers Squibb
BMY
+$683K
5
DVN icon
Devon Energy
DVN
+$496K

Sector Composition

1 Technology 28.42%
2 Consumer Discretionary 11.23%
3 Financials 9.43%
4 Consumer Staples 8.76%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.79M 1.01%
10,575
-31
27
$2.57M 0.93%
30,197
-46
28
$2.5M 0.9%
14,849
+213
29
$2.42M 0.87%
10,553
+477
30
$2.1M 0.76%
15,950
-90
31
$1.94M 0.7%
13,350
-293
32
$1.86M 0.67%
16,781
-2,102
33
$1.73M 0.62%
16,318
+165
34
$1.57M 0.57%
10,085
-1,907
35
$1.56M 0.56%
44,017
-448
36
$1.5M 0.54%
10,030
-1,344
37
$1.35M 0.49%
11,480
38
$1.28M 0.46%
23,803
-320
39
$1.28M 0.46%
12,408
-26
40
$1.21M 0.44%
12,655
+207
41
$1.09M 0.39%
13,422
-2,586
42
$1.09M 0.39%
24,499
-1,025
43
$980K 0.35%
35,785
-2,073
44
$934K 0.34%
14,136
-3,084
45
$921K 0.33%
16,079
+83
46
$889K 0.32%
41,388
-207
47
$873K 0.32%
51,404
+3,034
48
$873K 0.32%
+11,612
49
$870K 0.31%
42,020
-300
50
$813K 0.29%
24,506
-2,195
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