KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $463M
1-Year Est. Return 23.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.9M
3
+$2.01M
4
XOM icon
Exxon Mobil
XOM
+$1.21M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.02M

Top Sells

1
+$345K
2
+$260K
3
+$184K
4
SBUX icon
Starbucks
SBUX
+$177K
5
CMCSA icon
Comcast
CMCSA
+$66.1K

Sector Composition

1 Technology 31.75%
2 Consumer Discretionary 9.85%
3 Consumer Staples 9.56%
4 Financials 8.3%
5 Communication Services 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.03M 0.84%
16,511
+654
27
$3M 0.83%
29,176
-427
28
$2.94M 0.82%
20,608
+4,049
29
$2.9M 0.81%
+10,851
30
$2.9M 0.81%
14,342
+513
31
$2.69M 0.75%
10,573
-72
32
$2.66M 0.74%
18,224
-1,257
33
$2.42M 0.67%
21,000
+10,540
34
$2.19M 0.61%
14,008
+275
35
$2.01M 0.56%
+21,943
36
$1.95M 0.54%
15,758
+3,616
37
$1.68M 0.47%
42,349
+2,145
38
$1.6M 0.45%
11,361
+154
39
$1.57M 0.44%
23,183
+7,863
40
$1.51M 0.42%
48,874
+5,963
41
$1.38M 0.38%
18,277
+229
42
$1.17M 0.32%
47,292
+1,173
43
$1.16M 0.32%
24,382
+509
44
$1.08M 0.3%
21,768
+8,762
45
$1.07M 0.3%
45,122
+4,288
46
$1.05M 0.29%
41,532
+1,100
47
$1.03M 0.29%
23,597
+4,697
48
$1.02M 0.28%
+10,225
49
$973K 0.27%
50,656
+4,618
50
$901K 0.25%
33,935
+1,436
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