KJWM
Kiley Juergens Wealth Management Portfolio holdings
AUM
$433M
1-Year Return
20.69%
This Quarter Return
-9.95%
1 Year Return
+20.69%
3 Year Return
+99.58%
5 Year Return
+155.25%
10 Year Return
–
AUM
$71.4M
AUM Growth
-$62.5M
(-47%)
Cap. Flow
-$54.3M
Cap. Flow
% of AUM
-76.07%
Top 10 Holdings %
Top 10 Hldgs %
69.13%
Holding
785
New
–
Increased
28
Reduced
7
Closed
747
Top Buys
| 1 |
Timberland Bancorp
TSBK
|
$1.65M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$774K |
| 3 |
Caterpillar
CAT
|
$519K |
| 4 |
JPMorgan Chase
JPM
|
$452K |
| 5 |
Microsoft
MSFT
|
$345K |
Top Sells
| 1 |
Amazon
AMZN
|
$4.85M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$2.86M |
| 3 |
Boeing
BA
|
$2.82M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$1.58M |
| 5 |
Netflix
NFLX
|
$1.24M |
Sector Composition
| 1 | Technology | 27.43% |
| 2 | Financials | 18.17% |
| 3 | Consumer Discretionary | 9.44% |
| 4 | Communication Services | 6.45% |
| 5 | Consumer Staples | 6.34% |
