KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $433M
1-Year Est. Return 20.69%
This Quarter Est. Return
1 Year Est. Return
+20.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$433M
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$1.93M
3
+$1.2M
4
AAPL icon
Apple
AAPL
+$980K
5
XOM icon
Exxon Mobil
XOM
+$955K

Top Sells

1
+$1.01M
2
+$496K
3
+$302K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$194K
5
QCOM icon
Qualcomm
QCOM
+$173K

Sector Composition

1 Technology 33.47%
2 Consumer Discretionary 9.97%
3 Consumer Staples 9.36%
4 Financials 8.29%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHV icon
51
Schwab US Large-Cap Value ETF
SCHV
$14B
$1.26M 0.29%
45,526
+2,513
VWO icon
52
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$1.17M 0.27%
23,634
-139
MRK icon
53
Merck
MRK
$212B
$1.15M 0.27%
14,585
-640
VXUS icon
54
Vanguard Total International Stock ETF
VXUS
$107B
$1.15M 0.27%
16,652
+5,111
SCHE icon
55
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
$1.14M 0.26%
37,782
-368
NKE icon
56
Nike
NKE
$99.6B
$966K 0.22%
13,599
-1,337
T icon
57
AT&T
T
$188B
$937K 0.22%
32,366
+18
INTC icon
58
Intel
INTC
$176B
$918K 0.21%
40,973
-1,976
WFC icon
59
Wells Fargo
WFC
$262B
$909K 0.21%
11,349
-28
XLF icon
60
Financial Select Sector SPDR Fund
XLF
$53.7B
$881K 0.2%
16,821
SCHX icon
61
Schwab US Large- Cap ETF
SCHX
$60.7B
$808K 0.19%
33,074
+52
KO icon
62
Coca-Cola
KO
$295B
$802K 0.19%
11,334
-237
SLV icon
63
iShares Silver Trust
SLV
$25.3B
$639K 0.15%
19,478
+285
BP icon
64
BP
BP
$85B
$533K 0.12%
+17,811
KVUE icon
65
Kenvue
KVUE
$29.3B
$528K 0.12%
25,239
-321
WY icon
66
Weyerhaeuser
WY
$17B
$523K 0.12%
20,367
-4,930
CMCSA icon
67
Comcast
CMCSA
$109B
$523K 0.12%
14,652
-100
CGBL icon
68
Capital Group Core Balanced ETF
CGBL
$3.41B
$504K 0.12%
15,061
+3,714
FNDF icon
69
Schwab Fundamental International Large Company Index ETF
FNDF
$18.4B
$477K 0.11%
11,929
+243
EPD icon
70
Enterprise Products Partners
EPD
$65.4B
$420K 0.1%
+13,539
PFE icon
71
Pfizer
PFE
$139B
$401K 0.09%
16,543
+1,101
CSX icon
72
CSX Corp
CSX
$68.2B
$352K 0.08%
10,782
SCHM icon
73
Schwab US Mid-Cap ETF
SCHM
$13.4B
$337K 0.08%
11,999
+12
HMC icon
74
Honda
HMC
$40B
$313K 0.07%
+10,840
KMI icon
75
Kinder Morgan
KMI
$60.8B
$311K 0.07%
10,579
+2
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3
4