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
$399M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.22M
3
+$561K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$501K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$423K

Top Sells

1
+$812K
2
+$653K
3
+$486K
4
AMZN icon
Amazon
AMZN
+$448K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$368K

Sector Composition

1 Technology 33.42%
2 Consumer Discretionary 10.77%
3 Consumer Staples 9.76%
4 Financials 8.56%
5 Communication Services 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.26%
11,930
-7,594
52
$1.02M 0.26%
38,468
+1,670
53
$1.02M 0.26%
36,725
-9,419
54
$1.01M 0.25%
54,746
+1,476
55
$974K 0.24%
13,867
-156
56
$868K 0.22%
43,297
-813
57
$822K 0.21%
35,468
+56
58
$773K 0.19%
19,320
-104
59
$731K 0.18%
32,105
-1,164
60
$677K 0.17%
10,871
-371
61
$668K 0.17%
13,821
62
$666K 0.17%
11,301
-773
63
$644K 0.16%
22,874
+332
64
$637K 0.16%
16,970
-542
65
$579K 0.15%
27,110
+500
66
$496K 0.12%
18,833
-155
67
$421K 0.11%
15,884
-873
68
$388K 0.1%
11,697
-39
69
$367K 0.09%
11,382
-562
70
$363K 0.09%
36,712
+2,029
71
$304K 0.08%
11,272
72
$288K 0.07%
+10,383
73
– –
-11,072
1 2
3