KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $463M
1-Year Est. Return 23.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$385M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$9.98M
2
+$2.24M
3
+$1.36M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$948K
5
AMZN icon
Amazon
AMZN
+$658K

Top Sells

1
+$1.02M
2
+$749K
3
+$540K
4
FCX icon
Freeport-McMoran
FCX
+$517K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$415K

Sector Composition

1 Technology 32.89%
2 Consumer Discretionary 10.23%
3 Consumer Staples 9.47%
4 Financials 8.65%
5 Communication Services 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.27%
44,110
-4,764
52
$944K 0.24%
25,365
-1,185
53
$872K 0.23%
19,424
+767
54
$808K 0.21%
11,242
+15
55
$801K 0.21%
35,412
+114
56
$792K 0.21%
14,023
+117
57
$782K 0.2%
12,074
-301
58
$763K 0.2%
22,542
-703
59
$732K 0.19%
33,269
-8,575
60
$731K 0.19%
17,512
-4,247
61
$626K 0.16%
13,821
62
$615K 0.16%
26,610
-1,482
63
$571K 0.15%
24,026
-1,600
64
$539K 0.14%
18,988
+380
65
$485K 0.13%
16,757
-770
66
$439K 0.11%
11,736
-295
67
$412K 0.11%
11,944
68
$368K 0.1%
+11,072
69
$366K 0.1%
34,683
-417
70
$294K 0.08%
11,272
-316
71
– –
-12,811
72
– –
-11,879
73
– –
-10,641
74
– –
-10,225
1 2
3