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KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $567M
1-Year Est. Return 27.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.38M
3
+$1.06M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$868K
5
AAPL icon
Apple
AAPL
+$805K

Top Sells

1
+$523K
2
+$230K
3
+$139K
4
IYW icon
iShares US Technology ETF
IYW
+$111K
5
VZ icon
Verizon
VZ
+$111K

Sector Composition

1 Technology 30.24%
2 Financials 9.57%
3 Consumer Staples 8.38%
4 Consumer Discretionary 5.76%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$892K 0.34%
33,082
-5,154
52
$889K 0.34%
11,598
+85
53
$849K 0.32%
23,643
+200
54
$824K 0.31%
33,774
+3,522
55
$809K 0.31%
27,324
+3,881
56
$731K 0.28%
14,312
-216
57
$715K 0.27%
13,909
+2,385
58
$658K 0.25%
15,987
+20
59
$568K 0.22%
14,533
-1,313
60
$547K 0.21%
11,193
-120
61
$535K 0.2%
29,365
+7,500
62
$488K 0.19%
+11,415
63
$466K 0.18%
12,381
+1
64
$465K 0.18%
21,609
65
$443K 0.17%
28,307
66
$432K 0.16%
13,276
67
$337K 0.13%
10,309
-250
68
$284K 0.11%
13,463
+1,647
69
$279K 0.11%
+12,728
70
$255K 0.1%
+12,257
71
$234K 0.09%
25,000
72
– –
-11,694
1 2
3