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
$218M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.47M
3
+$962K
4
MRK icon
Merck
MRK
+$893K
5
CVS icon
CVS Health
CVS
+$865K

Top Sells

1
+$320K
2
+$198K
3
+$159K
4
COST icon
Costco
COST
+$60.1K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$50.3K

Sector Composition

1 Technology 26.07%
2 Financials 10.51%
3 Consumer Staples 7.58%
4 Consumer Discretionary 5.82%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$687K 0.31%
30,183
-567
52
$653K 0.3%
9,746
+1,605
53
$630K 0.29%
19,180
+4,939
54
$623K 0.29%
11,313
+1,302
55
$580K 0.27%
+18,096
56
$573K 0.26%
15,623
+5
57
$549K 0.25%
15,952
+1,027
58
$523K 0.24%
21,609
59
$479K 0.22%
14,416
-500
60
$448K 0.21%
28,307
61
$407K 0.19%
10,559
62
$317K 0.15%
+12,040
63
$240K 0.11%
25,000
1 2
3