KJWM
Kiley Juergens Wealth Management Portfolio holdings
AUM
$433M
This Quarter Return
+7.23%
1 Year Return
+20.69%
3 Year Return
+99.58%
5 Year Return
+155.25%
10 Year Return
–
AUM
$218M
AUM Growth
+$218M
(+14%)
Cap. Flow
+$25.2M
Cap. Flow
% of AUM
11.55%
Top 10 Holdings %
Top 10 Hldgs %
62.66%
Holding
63
New
5
Increased
37
Reduced
15
Closed
–
Top Buys
| 1 |
iShares Morningstar Growth ETF
ILCG
|
$10.1M |
| 2 |
iShares Morningstar Value ETF
ILCV
|
$2.21M |
| 3 |
Microsoft
MSFT
|
$2.13M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$1.47M |
| 5 |
Uber
UBER
|
$962K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$198K |
| 2 |
Comcast
CMCSA
|
$159K |
| 3 |
Costco
COST
|
$60.1K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$50.3K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$33.1K |
Sector Composition
| 1 | Technology | 26.07% |
| 2 | Financials | 10.51% |
| 3 | Consumer Staples | 7.58% |
| 4 | Consumer Discretionary | 5.82% |
| 5 | Industrials | 5.53% |
