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
$376M
AUM Growth
-$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$777K
3
+$512K
4
COST icon
Costco
COST
+$460K
5
NVDA icon
NVIDIA
NVDA
+$359K

Top Sells

1
+$1.56M
2
+$1.03M
3
+$988K
4
AMZN icon
Amazon
AMZN
+$717K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$516K

Sector Composition

1 Technology 30.75%
2 Consumer Staples 10.44%
3 Consumer Discretionary 10.1%
4 Financials 9.84%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.53M 0.94%
14,402
+264
27
$3.44M 0.91%
11,006
+248
28
$2.97M 0.79%
17,909
+435
29
$2.94M 0.78%
10,692
+291
30
$2.82M 0.75%
28,916
+313
31
$2.66M 0.71%
17,026
+652
32
$2.58M 0.69%
35,348
+7,031
33
$2.47M 0.66%
14,511
-2,860
34
$2.42M 0.64%
20,321
-542
35
$2.36M 0.63%
14,124
+690
36
$2.17M 0.58%
24,764
+591
37
$2.04M 0.54%
13,252
-930
38
$1.78M 0.47%
21,063
-2,850
39
$1.58M 0.42%
11,292
-17
40
$1.56M 0.41%
37,345
-1,592
41
$1.49M 0.4%
24,188
+386
42
$1.37M 0.36%
15,225
+252
43
$1.29M 0.34%
65,181
+10,435
44
$1.27M 0.34%
13,294
+134
45
$1.26M 0.34%
54,496
+8,400
46
$1.25M 0.33%
24,658
+2,491
47
$1.14M 0.3%
43,013
+2,611
48
$1.13M 0.3%
48,280
+3,243
49
$1.08M 0.29%
23,773
-379
50
$1.05M 0.28%
38,150
-318
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