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
$323M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$922K
3
+$881K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$874K
5
OXY icon
Occidental Petroleum
OXY
+$734K

Top Sells

1
+$1.43M
2
+$998K
3
+$774K
4
AAPL icon
Apple
AAPL
+$503K
5
JNJ icon
Johnson & Johnson
JNJ
+$412K

Sector Composition

1 Technology 29.58%
2 Consumer Discretionary 11.07%
3 Financials 9.4%
4 Consumer Staples 9.22%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.03M 0.94%
17,237
+37
27
$3M 0.93%
10,645
-98
28
$2.77M 0.86%
13,829
+662
29
$2.6M 0.8%
15,366
-532
30
$2.41M 0.75%
15,857
-158
31
$2.17M 0.67%
13,733
-434
32
$2.13M 0.66%
+16,559
33
$1.9M 0.59%
42,911
-709
34
$1.7M 0.52%
18,048
+2,975
35
$1.6M 0.5%
12,142
-249
36
$1.52M 0.47%
40,204
+7,953
37
$1.41M 0.44%
11,207
-457
38
$1.22M 0.38%
10,460
-865
39
$1.19M 0.37%
23,873
-894
40
$1.17M 0.36%
46,119
+2,913
41
$1.02M 0.31%
23,446
-1,175
42
$1.01M 0.31%
40,834
-504
43
$937K 0.29%
40,432
-360
44
$922K 0.29%
+15,320
45
$898K 0.28%
46,038
-4,318
46
$821K 0.25%
32,499
+1,224
47
$815K 0.25%
14,070
+340
48
$815K 0.25%
22,683
-632
49
$789K 0.24%
18,900
-1,065
50
$776K 0.24%
37,506
+168
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