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
$228M
AUM Growth
+$9.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$1.75M
3
+$1.64M
4
ABBV icon
AbbVie
ABBV
+$1.3M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.07M

Top Sells

1
+$1.59M
2
+$1.24M
3
+$899K
4
GE icon
GE Aerospace
GE
+$653K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$346K

Sector Composition

1 Technology 27.48%
2 Financials 10.2%
3 Consumer Staples 7.95%
4 Consumer Discretionary 6.22%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$733K 0.32%
14,528
+5
52
$714K 0.31%
23,443
+4,263
53
$680K 0.3%
30,252
+69
54
$605K 0.27%
+11,524
55
$594K 0.26%
15,846
+223
56
$569K 0.25%
11,313
57
$567K 0.25%
15,967
+15
58
$525K 0.23%
21,865
+9,825
59
$523K 0.23%
11,694
-7,517
60
$444K 0.19%
28,307
61
$443K 0.19%
21,609
62
$435K 0.19%
13,276
-1,140
63
$401K 0.18%
10,559
64
$368K 0.16%
12,380
-5,716
65
$249K 0.11%
+11,816
66
$240K 0.11%
25,000
67
– –
-9,746
68
– –
-47,488
69
– –
-20,302
1 2
3