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
$385M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$9.98M
2
+$2.24M
3
+$1.36M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$948K
5
AMZN icon
Amazon
AMZN
+$658K

Top Sells

1
+$1.02M
2
+$749K
3
+$540K
4
FCX icon
Freeport-McMoran
FCX
+$517K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$415K

Sector Composition

1 Technology 32.89%
2 Consumer Discretionary 10.23%
3 Consumer Staples 9.47%
4 Financials 8.65%
5 Communication Services 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.27M 0.85%
10,745
+172
27
$3.06M 0.79%
20,117
-1,783
28
$3.01M 0.78%
10,628
-223
29
$2.99M 0.78%
14,198
-144
30
$2.88M 0.75%
17,764
-460
31
$2.87M 0.74%
29,080
-96
32
$2.74M 0.71%
16,373
-138
33
$2.54M 0.66%
14,910
-460
34
$2.46M 0.64%
20,949
-51
35
$2.32M 0.6%
19,524
-1,084
36
$2.24M 0.58%
+29,792
37
$2.01M 0.52%
13,664
-344
38
$1.94M 0.5%
24,079
+896
39
$1.94M 0.5%
11,359
-2
40
$1.8M 0.47%
15,848
+90
41
$1.59M 0.41%
40,195
-2,154
42
$1.5M 0.39%
17,004
-1,273
43
$1.3M 0.34%
48,447
+1,155
44
$1.27M 0.33%
23,951
-431
45
$1.2M 0.31%
46,144
+4,612
46
$1.17M 0.3%
45,514
+392
47
$1.16M 0.3%
24,189
+592
48
$1.15M 0.3%
21,835
+67
49
$1.1M 0.28%
53,270
+2,614
50
$1.07M 0.28%
36,798
+2,863
1
2
3