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
$399M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.22M
3
+$561K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$501K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$423K

Top Sells

1
+$812K
2
+$653K
3
+$486K
4
AMZN icon
Amazon
AMZN
+$448K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$368K

Sector Composition

1 Technology 33.42%
2 Consumer Discretionary 10.77%
3 Consumer Staples 9.76%
4 Financials 8.56%
5 Communication Services 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.39M 0.85%
14,138
-60
27
$3.12M 0.78%
10,758
+13
28
$3.12M 0.78%
16,374
+1
29
$3.07M 0.77%
17,371
-2,746
30
$3.01M 0.76%
10,401
-227
31
$2.98M 0.75%
28,603
-477
32
$2.53M 0.63%
17,474
-290
33
$2.24M 0.56%
20,863
-86
34
$2.18M 0.55%
24,173
+94
35
$2.18M 0.55%
14,182
-728
36
$1.95M 0.49%
13,434
-230
37
$1.88M 0.47%
11,309
-50
38
$1.81M 0.45%
23,913
-1,452
39
$1.71M 0.43%
38,937
-1,258
40
$1.71M 0.43%
28,317
-1,475
41
$1.56M 0.39%
+10,261
42
$1.49M 0.37%
14,973
-875
43
$1.41M 0.35%
23,802
-149
44
$1.22M 0.3%
+13,160
45
$1.16M 0.29%
45,037
-477
46
$1.13M 0.28%
14,945
-2,059
47
$1.06M 0.27%
24,152
-37
48
$1.06M 0.27%
22,167
+332
49
$1.05M 0.26%
40,402
-8,045
50
$1.05M 0.26%
46,096
+22,070
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