KJWM
Kiley Juergens Wealth Management Portfolio holdings
AUM
$433M
1-Year Return
20.69%
This Quarter Return
+3.77%
1 Year Return
+20.69%
3 Year Return
+99.58%
5 Year Return
+155.25%
10 Year Return
–
AUM
$112M
AUM Growth
+$19.8M
(+22%)
Cap. Flow
+$17.2M
Cap. Flow
% of AUM
15.36%
Top 10 Holdings %
Top 10 Hldgs %
43.81%
Holding
736
New
654
Increased
51
Reduced
10
Closed
1
Top Buys
| 1 |
Alaska Air
ALK
|
+$492K |
| 2 |
Tesla
TSLA
|
+$350K |
| 3 |
Johnson & Johnson
JNJ
|
+$270K |
| 4 |
Microsoft
MSFT
|
+$234K |
| 5 |
IBM
IBM
|
+$230K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$5.28M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$201K |
| 3 |
Heritage Financial
HFWA
|
+$56.3K |
| 4 |
Caterpillar
CAT
|
+$23.6K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$17.6K |
Sector Composition
| 1 | Technology | 18.11% |
| 2 | Financials | 11.02% |
| 3 | Consumer Discretionary | 10.74% |
| 4 | Communication Services | 8.44% |
| 5 | Industrials | 7.42% |
