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
$191M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$1.9M
3
+$1.34M
4
AAPL icon
Apple
AAPL
+$1.16M
5
COST icon
Costco
COST
+$1.03M

Top Sells

1
+$850K
2
+$516K
3
+$419K
4
SBUX icon
Starbucks
SBUX
+$179K
5
MSFT icon
Microsoft
MSFT
+$40.1K

Sector Composition

1 Technology 24.47%
2 Financials 11.39%
3 Consumer Staples 7.77%
4 Consumer Discretionary 6.42%
5 Industrials 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$531K 0.28%
14,925
+2,322
52
$531K 0.28%
+15,618
53
$490K 0.26%
21,609
+200
54
$478K 0.25%
14,916
+366
55
$454K 0.24%
10,559
56
$452K 0.24%
14,241
+4,100
57
$420K 0.22%
28,307
+9,753
58
$226K 0.12%
25,000
59
– –
-18,975
1 2
3