KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $567M
1-Year Est. Return 27.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.44M
3
+$351K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$319K
5
MSTY icon
YieldMax MSTR Option Income Strategy ETF
MSTY
+$207K

Top Sells

1
+$6.07M
2
+$2.59M
3
+$1.93M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.52M
5
HFWA icon
Heritage Financial
HFWA
+$1.34M

Sector Composition

1 Technology 35.49%
2 Consumer Discretionary 9.2%
3 Consumer Staples 8.27%
4 Financials 7.86%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.69M 0.81%
20,247
-600
27
$3.6M 0.79%
36,719
+400
28
$3.52M 0.78%
10,739
-1,444
29
$3.38M 0.74%
15,650
+712
30
$3.31M 0.73%
37,007
+347
31
$3.22M 0.71%
10,601
-133
32
$3.17M 0.7%
20,639
-1,408
33
$3.12M 0.69%
11,084
-153
34
$2.98M 0.66%
16,056
-1,905
35
$2.78M 0.61%
28,318
-603
36
$2.52M 0.56%
24,481
-377
37
$2.48M 0.55%
+13,064
38
$2.14M 0.47%
19,000
-10,177
39
$2.13M 0.47%
13,713
-410
40
$2.02M 0.45%
12,162
-4
41
$1.77M 0.39%
75,856
-172
42
$1.74M 0.38%
33,766
-3,771
43
$1.67M 0.37%
52,434
+2,630
44
$1.66M 0.37%
27,715
+2,143
45
$1.62M 0.36%
23,684
-471
46
$1.5M 0.33%
53,893
+733
47
$1.39M 0.31%
59,257
+4,204
48
$1.38M 0.3%
+19,900
49
$1.37M 0.3%
40,775
-198
50
$1.3M 0.29%
39,009
+1,227
1
2
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