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
$376M
AUM Growth
-$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$777K
3
+$512K
4
COST icon
Costco
COST
+$460K
5
NVDA icon
NVIDIA
NVDA
+$359K

Top Sells

1
+$1.56M
2
+$1.03M
3
+$988K
4
AMZN icon
Amazon
AMZN
+$717K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$516K

Sector Composition

1 Technology 30.75%
2 Consumer Staples 10.44%
3 Consumer Discretionary 10.1%
4 Financials 9.84%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.27%
+16,950
52
$975K 0.26%
42,949
-348
53
$962K 0.26%
38,435
+1,710
54
$948K 0.25%
14,936
-9
55
$915K 0.24%
32,348
+243
56
$864K 0.23%
19,039
-281
57
$838K 0.22%
16,821
+3,000
58
$829K 0.22%
11,571
+700
59
$817K 0.22%
11,377
-2,490
60
$741K 0.2%
25,297
+2,423
61
$729K 0.19%
33,022
-2,446
62
$717K 0.19%
11,541
+240
63
$613K 0.16%
25,560
-1,550
64
$595K 0.16%
19,193
+360
65
$544K 0.14%
14,752
-2,218
66
$422K 0.11%
11,686
-11
67
$391K 0.1%
15,442
-442
68
$352K 0.09%
+11,347
69
$323K 0.09%
32,240
-4,472
70
$317K 0.08%
10,782
-600
71
$314K 0.08%
11,987
+1,604
72
$302K 0.08%
+10,577
73
$271K 0.07%
10,872
-400
74
– –
-10,261
75
– –
-11,930
1 2
3