KJWM
Kiley Juergens Wealth Management Portfolio holdings
AUM
$433M
This Quarter Return
-4.73%
1 Year Return
+20.69%
3 Year Return
+99.58%
5 Year Return
+155.25%
10 Year Return
–
AUM
$207M
AUM Growth
+$207M
(-21%)
Cap. Flow
-$42.8M
Cap. Flow
% of AUM
-20.64%
Top 10 Holdings %
Top 10 Hldgs %
64.18%
Holding
71
New
–
Increased
19
Reduced
32
Closed
19
Top Buys
| 1 |
Starbucks
SBUX
|
$6.8M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$5.83M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$2.74M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$2.5M |
| 5 |
SPDR Gold Trust
GLD
|
$2.16M |
Top Sells
| 1 |
Microsoft
MSFT
|
$11.9M |
| 2 |
Costco
COST
|
$8.86M |
| 3 |
Apple
AAPL
|
$8.24M |
| 4 |
Invesco QQQ Trust
QQQ
|
$4.69M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$3.36M |
Sector Composition
| 1 | Technology | 24.44% |
| 2 | Financials | 10.52% |
| 3 | Consumer Discretionary | 8.19% |
| 4 | Consumer Staples | 6.52% |
| 5 | Communication Services | 3.94% |
