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
$239M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$1.37M
3
+$872K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$590K
5
MSFT icon
Microsoft
MSFT
+$550K

Top Sells

1
+$624K
2
+$294K
3
+$212K
4
PLTR icon
Palantir
PLTR
+$209K
5
WBD icon
Warner Bros
WBD
+$207K

Sector Composition

1 Technology 24.55%
2 Financials 11.55%
3 Consumer Discretionary 9.6%
4 Consumer Staples 8.68%
5 Industrials 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$842K 0.35%
20,679
-1,254
52
$834K 0.35%
41,174
+862
53
$772K 0.32%
47,944
-5,994
54
$759K 0.32%
10,188
-1,956
55
$743K 0.31%
19,049
+214
56
$741K 0.31%
23,896
-179
57
$732K 0.31%
11,510
-67
58
$682K 0.29%
13,196
-208
59
$668K 0.28%
14,769
-1,641
60
$657K 0.28%
11,233
-1,195
61
$643K 0.27%
27,149
+156
62
$590K 0.25%
+42,464
63
$561K 0.24%
37,287
+87
64
$514K 0.22%
12,235
-846
65
$491K 0.21%
14,370
+4
66
$477K 0.2%
21,668
-434
67
$347K 0.15%
11,936
68
$337K 0.14%
10,889
-120
69
$312K 0.13%
+12,946
70
$311K 0.13%
10,309
71
$283K 0.12%
+24,358
72
– –
-25,715
73
– –
-21,661
74
– –
-15,444
1 2
3