KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $454M
1-Year Est. Return 26.45%
This Quarter Est. Return
1 Year Est. Return
+26.45%
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
+$2.48M
2
+$1.38M
3
+$363K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$321K
5
MSTY icon
YieldMax MSTR Option Income Strategy ETF
MSTY
+$159K

Top Sells

1
+$6.07M
2
+$2.92M
3
+$1.93M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.76M
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
SCHV icon
51
Schwab US Large-Cap Value ETF
SCHV
$14.9B
$1.28M 0.28%
43,860
-1,666
VWO icon
52
Vanguard FTSE Emerging Markets ETF
VWO
$111B
$1.25M 0.28%
23,073
-561
IEF icon
53
iShares 7-10 Year Treasury Bond ETF
IEF
$46B
$1.09M 0.24%
11,298
-2,230
MRK icon
54
Merck
MRK
$275B
$1.07M 0.24%
12,807
-1,778
NKE icon
55
Nike
NKE
$95.6B
$971K 0.21%
13,921
+322
T icon
56
AT&T
T
$168B
$935K 0.21%
33,115
+749
XLF icon
57
State Street Financial Select Sector SPDR ETF
XLF
$53.6B
$924K 0.2%
17,148
+327
WFC icon
58
Wells Fargo
WFC
$275B
$922K 0.2%
11,005
-344
SCHX icon
59
Schwab US Large- Cap ETF
SCHX
$64.5B
$861K 0.19%
32,679
-395
VXUS icon
60
Vanguard Total International Stock ETF
VXUS
$126B
$842K 0.19%
11,466
-5,186
SLV icon
61
iShares Silver Trust
SLV
$47.6B
$826K 0.18%
19,506
+28
VZ icon
62
Verizon
VZ
$166B
$801K 0.18%
18,215
-11,378
KO icon
63
Coca-Cola
KO
$303B
$735K 0.16%
11,086
-248
CGBL icon
64
Capital Group Core Balanced ETF
CGBL
$4.61B
$627K 0.14%
18,071
+3,010
FNDF icon
65
Schwab Fundamental International Large Company Index ETF
FNDF
$20.4B
$595K 0.13%
13,841
+1,912
WY icon
66
Weyerhaeuser
WY
$19.3B
$499K 0.11%
20,137
-230
CMCSA icon
67
Comcast
CMCSA
$103B
$440K 0.1%
14,000
-652
EPD icon
68
Enterprise Products Partners
EPD
$70.6B
$421K 0.09%
13,455
-84
PFE icon
69
Pfizer
PFE
$147B
$398K 0.09%
15,615
-928
CSX icon
70
CSX Corp
CSX
$67.6B
$391K 0.09%
11,006
+224
SCHM icon
71
Schwab US Mid-Cap ETF
SCHM
$13.2B
$338K 0.07%
11,411
-588
PFF icon
72
iShares Preferred and Income Securities ETF
PFF
$14.3B
$321K 0.07%
+10,137
MSTY icon
73
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.42B
$310K 0.07%
4,436
+2,279
KMI icon
74
Kinder Morgan
KMI
$61B
$300K 0.07%
10,581
+2
COLB icon
75
Columbia Banking Systems
COLB
$8.75B
$280K 0.06%
10,865
-7
1 2
3
4