Kiley Juergens Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco QQQ Trust
QQQ
|
+$402K |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
+$280K |
| 3 |
Synchrony
SYF
|
+$259K |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$215K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$187K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
PACCAR
PCAR
|
+$606K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$316K |
| 3 |
iShares Morningstar Growth ETF
ILCG
|
+$262K |
| 4 |
iShares Russell 3000 ETF
IWV
|
+$237K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$224K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.79% |
| 2 | Consumer Discretionary | 11.44% |
| 3 | Financials | 10.96% |
| 4 | Communication Services | 8.59% |
| 5 | Industrials | 6.38% |
Similar funds
Kiley Juergens Wealth Management's Q1 2018 Portfolio in Review
As of Q1 2018, Kiley Juergens Wealth Management held 719 positions worth $92.2M, down 17% from $111M the previous quarter. Its ten largest holdings account for 53% of the portfolio.
Kiley Juergens Wealth Management withdrew a net $19.5M in Q1 2018, closing 637 positions and reducing 37 holdings. Its most notable exit was iShares Core S&P 500 ETF, an estimated $316K position sold in full.
By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 16% a quarter earlier, followed by Consumer Discretionary and Financials.
Against the trend, Kiley Juergens Wealth Management added an estimated $402K to Invesco QQQ Trust.
- Kiley Juergens Wealth Management added most to Invesco QQQ Trust in Q1 2018, an estimated $402K increase.
- Kiley Juergens Wealth Management's biggest Q1 2018 reduction was PACCAR, cutting an estimated $606K.
- Kiley Juergens Wealth Management fully exited iShares Core S&P 500 ETF in Q1 2018, selling an estimated $316K.
- Kiley Juergens Wealth Management's ten largest holdings make up 53% of its $92.2M portfolio in Q1 2018.
- Kiley Juergens Wealth Management opened 0 new positions and closed 637 in Q1 2018.
- Kiley Juergens Wealth Management's portfolio value fell 17% quarter-over-quarter to $92.2M.
Based on Kiley Juergens Wealth Management's 13F filing for Q1 2018, filed 23 Apr 2018.