KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $567M
1-Year Est. Return 27.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$567M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.67M
3
+$3.49M
4
CRWD icon
CrowdStrike
CRWD
+$2.94M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.9M

Top Sells

1
+$519K
2
+$395K
3
+$350K
4
MSFT icon
Microsoft
MSFT
+$323K
5
VTV icon
Vanguard Value ETF
VTV
+$298K

Sector Composition

1 Technology 25.96%
2 Industrials 8.47%
3 Consumer Discretionary 7.91%
4 Consumer Staples 7.66%
5 Financials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWB icon
51
iShares Russell 1000 ETF
IWB
$48.9B
$2.04M 0.36%
+5,709
SCHG icon
52
Schwab US Large-Cap Growth ETF
SCHG
$60.3B
$1.95M 0.34%
66,962
+4,803
VOO icon
53
Vanguard S&P 500 ETF
VOO
$977B
$1.94M 0.34%
+3,249
IWM icon
54
iShares Russell 2000 ETF
IWM
$79.1B
$1.89M 0.33%
+7,626
VEA icon
55
Vanguard FTSE Developed Markets ETF
VEA
$231B
$1.88M 0.33%
29,328
+2,069
VO icon
56
Vanguard Mid-Cap ETF
VO
$103B
$1.83M 0.32%
+25,548
CSCO icon
57
Cisco
CSCO
$501B
$1.79M 0.32%
23,116
+194
SCHZ icon
58
Schwab US Aggregate Bond ETF
SCHZ
$10.2B
$1.75M 0.31%
75,309
+10,320
LMT icon
59
Lockheed Martin
LMT
$120B
$1.74M 0.31%
+2,879
SCHA icon
60
Schwab U.S Small- Cap ETF
SCHA
$22.9B
$1.74M 0.31%
59,750
+2,844
INTC icon
61
Intel
INTC
$573B
$1.69M 0.3%
38,267
-1,016
VUG icon
62
Vanguard Growth ETF
VUG
$230B
$1.66M 0.29%
+22,782
BA.PRA
63
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$7.79B
$1.62M 0.29%
25,025
+500
BAC icon
64
Bank of America
BAC
$365B
$1.59M 0.28%
32,655
-275
ABBV icon
65
AbbVie
ABBV
$384B
$1.59M 0.28%
+7,295
UNP icon
66
Union Pacific
UNP
$158B
$1.53M 0.27%
+6,313
MRK icon
67
Merck
MRK
$287B
$1.53M 0.27%
12,729
+9
URI icon
68
United Rentals
URI
$63.6B
$1.51M 0.27%
+2,070
GE icon
69
GE Aerospace
GE
$327B
$1.46M 0.26%
+5,157
SCHV icon
70
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$1.44M 0.25%
47,112
-450
BRK.A icon
71
Berkshire Hathaway Class A
BRK.A
$1.02T
$1.44M 0.25%
+2
QCOM icon
72
Qualcomm
QCOM
$263B
$1.41M 0.25%
10,942
-1,206
VHT icon
73
Vanguard Health Care ETF
VHT
$16.3B
$1.4M 0.25%
+5,143
IYW icon
74
iShares US Technology ETF
IYW
$25.7B
$1.37M 0.24%
+7,533
DE icon
75
Deere & Co
DE
$159B
$1.36M 0.24%
+2,423
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3
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