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
$213M
AUM Growth
+$1.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$4.75M
3
+$1.54M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$518K
5
SBUX icon
Starbucks
SBUX
+$401K

Top Sells

1
+$743K
2
+$589K
3
+$504K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$484K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$415K

Sector Composition

1 Technology 27.52%
2 Consumer Discretionary 12.12%
3 Financials 10.66%
4 Consumer Staples 9.16%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$758K 0.36%
53,938
-4,332
52
$749K 0.35%
10,431
-196
53
$731K 0.34%
21,933
-1,393
54
$718K 0.34%
12,428
55
$687K 0.32%
18,835
-275
56
$687K 0.32%
24,075
+1,400
57
$683K 0.32%
16,410
+1,297
58
$648K 0.3%
11,577
+592
59
$613K 0.29%
13,404
-248
60
$604K 0.28%
26,993
+1,276
61
$525K 0.25%
37,200
+84
62
$475K 0.22%
13,081
-2,271
63
$436K 0.21%
14,366
+2
64
$386K 0.18%
22,102
-707
65
$300K 0.14%
11,936
-770
66
$297K 0.14%
10,309
67
$293K 0.14%
11,009
-600
68
$212K 0.1%
21,661
+100
69
$209K 0.1%
25,715
-3,075
70
$207K 0.1%
15,444
71
– –
-10,370
72
– –
-12,835
73
– –
-10,529
74
– –
-10,645
75
– –
-20,228
1 2
3