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
$267M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$731K
3
+$692K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$354K
5
COST icon
Costco
COST
+$351K

Top Sells

1
+$759K
2
+$439K
3
+$77.9K
4
VZ icon
Verizon
VZ
+$75.8K
5
CMCSA icon
Comcast
CMCSA
+$62.5K

Sector Composition

1 Technology 27.81%
2 Consumer Discretionary 11.25%
3 Financials 9.11%
4 Consumer Staples 8.3%
5 Communication Services 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$835K 0.31%
47,974
+30
52
$824K 0.31%
11,088
+205
53
$806K 0.3%
19,938
+889
54
$751K 0.28%
46,120
+3,656
55
$740K 0.28%
19,129
-1,550
56
$731K 0.27%
+10,543
57
$730K 0.27%
13,216
+20
58
$721K 0.27%
23,919
+23
59
$686K 0.26%
11,063
-447
60
$675K 0.25%
27,512
+363
61
$661K 0.25%
14,101
-668
62
$640K 0.24%
10,013
-1,220
63
$602K 0.23%
37,362
+75
64
$564K 0.21%
12,478
+243
65
$547K 0.2%
10,439
+4
66
$490K 0.18%
22,168
+500
67
$462K 0.17%
14,373
+3
68
$389K 0.15%
15,003
+2,057
69
$364K 0.14%
11,636
-300
70
$326K 0.12%
10,889
71
$325K 0.12%
25,800
+1,442
72
$253K 0.09%
11,789
+1,480
73
$209K 0.08%
+24,740
74
$201K 0.08%
+13,316
75
– –
-10,188
1 2
3