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
$299M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$534K
2
+$277K
3
+$263K
4
NKE icon
Nike
NKE
+$263K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$188K

Top Sells

1
+$2.42M
2
+$1.7M
3
+$1.57M
4
ABBV icon
AbbVie
ABBV
+$1.5M
5
NEE icon
NextEra Energy
NEE
+$921K

Sector Composition

1 Technology 29.78%
2 Consumer Discretionary 11.76%
3 Financials 9.29%
4 Consumer Staples 8.98%
5 Communication Services 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$709K 0.24%
12,026
+548
52
$702K 0.23%
37,338
+1,641
53
$686K 0.23%
18,187
-3,346
54
$676K 0.23%
13,730
-585
55
$596K 0.2%
12,441
-37
56
$594K 0.2%
27,586
+4,252
57
$545K 0.18%
14,495
+252
58
$531K 0.18%
18,429
-6,077
59
$438K 0.15%
12,644
+1,800
60
$432K 0.14%
25,135
+1,195
61
$391K 0.13%
11,601
-64
62
$387K 0.13%
31,709
+1,077
63
$386K 0.13%
17,718
-4,450
64
$335K 0.11%
12,568
65
$263K 0.09%
+15,561
66
– –
-10,030
67
– –
-10,157
68
– –
-10,549
69
– –
-16,079
70
– –
-11,174
71
– –
-10,085
72
– –
-11,612
73
– –
-10,553
1 2
3