KJWM
Kiley Juergens Wealth Management Portfolio holdings
AUM
$433M
This Quarter Return
+12.17%
1 Year Return
+20.69%
3 Year Return
+99.58%
5 Year Return
+155.25%
10 Year Return
–
AUM
$264M
AUM Growth
+$264M
(+16%)
Cap. Flow
+$10.3M
Cap. Flow
% of AUM
3.9%
Top 10 Holdings %
Top 10 Hldgs %
63.63%
Holding
72
New
6
Increased
40
Reduced
21
Closed
1
Top Buys
| 1 |
JPMorgan Chase
JPM
|
$1.64M |
| 2 |
Oracle
ORCL
|
$1.28M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.05M |
| 4 |
Apple
AAPL
|
$905K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$863K |
Top Sells
| 1 |
Uber
UBER
|
$523K |
| 2 |
Starbucks
SBUX
|
$239K |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$139K |
| 4 |
iShares US Technology ETF
IYW
|
$115K |
| 5 |
Verizon
VZ
|
$110K |
Sector Composition
| 1 | Technology | 30.24% |
| 2 | Financials | 9.57% |
| 3 | Consumer Staples | 8.38% |
| 4 | Consumer Discretionary | 5.76% |
| 5 | Industrials | 4.37% |
