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
$277M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$873K
2
+$585K
3
+$469K
4
HFWA icon
Heritage Financial
HFWA
+$448K
5
AMZN icon
Amazon
AMZN
+$432K

Top Sells

1
+$949K
2
+$901K
3
+$704K
4
BMY icon
Bristol-Myers Squibb
BMY
+$683K
5
DVN icon
Devon Energy
DVN
+$496K

Sector Composition

1 Technology 28.42%
2 Consumer Discretionary 11.23%
3 Financials 9.43%
4 Consumer Staples 8.76%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$780K 0.28%
19,892
+6
52
$759K 0.27%
41,776
+428
53
$733K 0.26%
23,900
+73
54
$716K 0.26%
29,899
+1,769
55
$698K 0.25%
21,533
-2,865
56
$681K 0.25%
12,716
57
$663K 0.24%
44,153
-1,949
58
$643K 0.23%
11,478
+174
59
$613K 0.22%
11,174
+744
60
$602K 0.22%
35,697
-1,740
61
$585K 0.21%
+14,315
62
$546K 0.2%
12,478
63
$472K 0.17%
14,243
-88
64
$469K 0.17%
+23,334
65
$451K 0.16%
22,168
66
$418K 0.15%
10,157
-2,774
67
$383K 0.14%
23,940
-1,650
68
$380K 0.14%
30,632
+2,150
69
$369K 0.13%
11,665
+79
70
$355K 0.13%
10,549
-2,150
71
$333K 0.12%
10,844
72
$255K 0.09%
12,568
+316
73
– –
-10,688
74
– –
-10,188
75
– –
-10,253
1 2
3