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
$211M
AUM Growth
+$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.2M
3
+$8.18M
4
COST icon
Costco
COST
+$7.6M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.96M

Top Sells

1
+$15.6M
2
+$9.63M
3
+$5.59M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.25M
5
GLD icon
SPDR Gold Trust
GLD
+$2.14M

Sector Composition

1 Technology 29.56%
2 Financials 10.89%
3 Consumer Staples 9.7%
4 Consumer Discretionary 9.03%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$750K 0.36%
+12,428
52
$743K 0.35%
10,645
+119
53
$704K 0.33%
13,652
-11,502
54
$695K 0.33%
+15,113
55
$691K 0.33%
+10,985
56
$671K 0.32%
10,627
+4
57
$652K 0.31%
25,717
+10,250
58
$626K 0.3%
15,352
-85
59
$577K 0.27%
+10,470
60
$552K 0.26%
+37,116
61
$504K 0.24%
+10,529
62
$484K 0.23%
20,228
-4,708
63
$451K 0.21%
+14,364
64
$425K 0.2%
22,809
+1,907
65
$415K 0.2%
+10,370
66
$359K 0.17%
12,706
+1,299
67
$337K 0.16%
+11,609
68
$312K 0.15%
+12,835
69
$295K 0.14%
10,309
70
$283K 0.13%
21,561
-13,665
71
$261K 0.12%
28,790
+10,475
72
$207K 0.1%
+15,444
73
– –
-14,909
74
– –
-43,118
75
– –
-26,872
1 2
3