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
$290M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$344K
3
+$204K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$71.6K
5
VTV icon
Vanguard Value ETF
VTV
+$68.2K

Top Sells

1
+$640K
2
+$403K
3
+$389K
4
MSFT icon
Microsoft
MSFT
+$380K
5
AAPL icon
Apple
AAPL
+$323K

Sector Composition

1 Technology 30.24%
2 Consumer Discretionary 11.32%
3 Financials 8.57%
4 Consumer Staples 7.99%
5 Industrials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$809K 0.28%
19,886
-52
52
$798K 0.28%
23,827
-92
53
$775K 0.27%
41,348
-4,772
54
$735K 0.25%
46,102
-14,464
55
$713K 0.25%
12,716
-500
56
$704K 0.24%
10,188
-900
57
$693K 0.24%
28,130
+618
58
$683K 0.24%
10,688
+145
59
$681K 0.23%
11,304
+241
60
$654K 0.23%
37,437
+75
61
$595K 0.21%
12,931
-1,170
62
$591K 0.2%
10,430
-9
63
$576K 0.2%
12,478
64
$496K 0.17%
10,253
-8,346
65
$483K 0.17%
14,331
-42
66
$463K 0.16%
22,168
67
$451K 0.16%
12,699
-6,430
68
$431K 0.15%
28,482
+2,682
69
$392K 0.14%
25,590
+850
70
$374K 0.13%
11,586
-50
71
$370K 0.13%
10,844
-45
72
$248K 0.09%
12,252
+463
73
– –
-15,003
74
– –
-10,013
75
– –
-13,316
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