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
$323M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$922K
3
+$881K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$874K
5
OXY icon
Occidental Petroleum
OXY
+$734K

Top Sells

1
+$1.43M
2
+$998K
3
+$774K
4
AAPL icon
Apple
AAPL
+$503K
5
JNJ icon
Johnson & Johnson
JNJ
+$412K

Sector Composition

1 Technology 29.58%
2 Consumer Discretionary 11.07%
3 Financials 9.4%
4 Consumer Staples 9.22%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$756K 0.23%
18,025
-162
52
$748K 0.23%
12,226
+200
53
$745K 0.23%
12,352
-250
54
$734K 0.23%
+11,294
55
$732K 0.23%
41,610
-632
56
$654K 0.2%
30,485
+2,899
57
$652K 0.2%
13,006
+565
58
$619K 0.19%
26,920
+1,785
59
$596K 0.18%
+25,926
60
$582K 0.18%
13,821
-674
61
$493K 0.15%
17,769
-660
62
$454K 0.14%
12,244
-400
63
$425K 0.13%
18,688
+970
64
$418K 0.13%
31,504
-205
65
$417K 0.13%
11,716
+115
66
$248K 0.08%
12,818
+250
67
– –
-10,589
68
– –
-11,055
69
– –
-15,561
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