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
$299M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$534K
2
+$277K
3
+$263K
4
NKE icon
Nike
NKE
+$263K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$188K

Top Sells

1
+$2.42M
2
+$1.7M
3
+$1.57M
4
ABBV icon
AbbVie
ABBV
+$1.5M
5
NEE icon
NextEra Energy
NEE
+$921K

Sector Composition

1 Technology 29.78%
2 Consumer Discretionary 11.76%
3 Financials 9.29%
4 Consumer Staples 8.98%
5 Communication Services 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.98M 1%
20,323
+189
27
$2.91M 0.97%
29,800
-397
28
$2.3M 0.77%
15,898
-883
29
$2.26M 0.76%
16,015
+65
30
$2.24M 0.75%
13,167
-183
31
$2.19M 0.73%
43,620
-397
32
$2.11M 0.71%
14,167
-682
33
$1.64M 0.55%
15,073
+2,418
34
$1.35M 0.45%
12,391
-17
35
$1.25M 0.42%
24,767
+964
36
$1.23M 0.41%
11,664
-4,654
37
$1.13M 0.38%
11,325
-155
38
$1.09M 0.36%
32,251
-3,534
39
$1.08M 0.36%
24,621
+122
40
$1.01M 0.34%
43,206
+1,818
41
$998K 0.33%
11,055
-2,367
42
$976K 0.33%
41,338
-682
43
$931K 0.31%
50,356
-1,048
44
$846K 0.28%
40,792
-984
45
$821K 0.27%
19,965
+73
46
$811K 0.27%
23,315
-585
47
$775K 0.26%
31,275
+1,376
48
$774K 0.26%
10,589
-3,547
49
$730K 0.24%
12,602
-114
50
$709K 0.24%
42,242
-1,911
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