KJWM
Kiley Juergens Wealth Management Portfolio holdings
AUM
$433M
This Quarter Return
-16.03%
1 Year Return
+20.69%
3 Year Return
+99.58%
5 Year Return
+155.25%
10 Year Return
–
AUM
$211M
AUM Growth
+$211M
(+1.9%)
Cap. Flow
+$32.8M
Cap. Flow
% of AUM
15.53%
Top 10 Holdings %
Top 10 Hldgs %
59.18%
Holding
75
New
23
Increased
31
Reduced
17
Closed
3
Top Buys
| 1 |
Microsoft
MSFT
|
$10.6M |
| 2 |
Amazon
AMZN
|
$9.2M |
| 3 |
Apple
AAPL
|
$8.18M |
| 4 |
Costco
COST
|
$7.6M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$3.96M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$15.6M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$9.63M |
| 3 |
Starbucks
SBUX
|
$5.59M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$2.25M |
| 5 |
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% |
