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
$433M
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$6.13M
2
+$2.03M
3
+$1.12M
4
AAPL icon
Apple
AAPL
+$965K
5
XOM icon
Exxon Mobil
XOM
+$947K

Top Sells

1
+$1.01M
2
+$433K
3
+$299K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$193K
5
QCOM icon
Qualcomm
QCOM
+$160K

Sector Composition

1 Technology 33.47%
2 Consumer Discretionary 9.97%
3 Consumer Staples 9.36%
4 Financials 8.29%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.77M 0.87%
120,809
+11
27
$3.7M 0.85%
12,183
+1,491
28
$3.51M 0.81%
22,047
-55
29
$3.39M 0.78%
36,319
+971
30
$3.24M 0.75%
36,660
-3,425
31
$3.15M 0.73%
29,177
+8,856
32
$3.14M 0.72%
10,734
-272
33
$3.13M 0.72%
14,938
+427
34
$2.84M 0.66%
20,847
-216
35
$2.75M 0.63%
28,921
+5
36
$2.74M 0.63%
17,961
+52
37
$2.46M 0.57%
11,237
-55
38
$2.43M 0.56%
24,858
+94
39
$2.02M 0.47%
14,123
-1
40
$1.94M 0.45%
12,166
-1,086
41
$1.93M 0.45%
+11,203
42
$1.78M 0.41%
37,537
+192
43
$1.68M 0.39%
76,028
+10,847
44
$1.68M 0.39%
24,155
-33
45
$1.46M 0.34%
25,572
+914
46
$1.45M 0.34%
49,804
+11,369
47
$1.34M 0.31%
53,160
+4,880
48
$1.3M 0.3%
13,528
+234
49
$1.28M 0.3%
29,593
+10,554
50
$1.28M 0.3%
55,053
+557
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