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
$169M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$3.5M
3
+$1.64M
4
IYW icon
iShares US Technology ETF
IYW
+$1.12M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.06M

Top Sells

1
+$738K
2
+$245K
3
+$227K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$209K
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$149K

Sector Composition

1 Technology 26.96%
2 Financials 11.54%
3 Consumer Staples 8.45%
4 Consumer Discretionary 7.23%
5 Communication Services 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$281K 0.17%
18,554
52
$225K 0.13%
25,000
53
– –
-10,261
1 2
3