KJWM
Kiley Juergens Wealth Management Portfolio holdings
AUM
$433M
1-Year Return
20.69%
This Quarter Return
+1.31%
1 Year Return
+20.69%
3 Year Return
+99.58%
5 Year Return
+155.25%
10 Year Return
–
AUM
$92.2M
AUM Growth
-$18.9M
(-17%)
Cap. Flow
-$19.5M
Cap. Flow
% of AUM
-21.13%
Top 10 Holdings %
Top 10 Hldgs %
53.2%
Holding
719
New
–
Increased
31
Reduced
37
Closed
637
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$390K |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$273K |
| 3 |
Synchrony
SYF
|
$233K |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$211K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$175K |
Top Sells
| 1 |
PACCAR
PCAR
|
$565K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$316K |
| 3 |
iShares Morningstar Growth ETF
ILCG
|
$258K |
| 4 |
iShares Russell 3000 ETF
IWV
|
$237K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$224K |
Sector Composition
| 1 | Technology | 18.79% |
| 2 | Consumer Discretionary | 11.44% |
| 3 | Financials | 10.96% |
| 4 | Communication Services | 8.59% |
| 5 | Industrials | 6.38% |
