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
$433M
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$6.13M
2
+$2.03M
3
+$1.12M
4
AAPL icon
Apple
AAPL
+$965K
5
XOM icon
Exxon Mobil
XOM
+$947K

Top Sells

1
+$1.01M
2
+$433K
3
+$299K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$193K
5
QCOM icon
Qualcomm
QCOM
+$160K

Sector Composition

1 Technology 33.47%
2 Consumer Discretionary 9.97%
3 Consumer Staples 9.36%
4 Financials 8.29%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.29%
45,526
+2,513
52
$1.17M 0.27%
23,634
-139
53
$1.15M 0.27%
14,585
-640
54
$1.15M 0.27%
16,652
+5,111
55
$1.14M 0.26%
37,782
-368
56
$966K 0.22%
13,599
-1,337
57
$937K 0.22%
32,366
+18
58
$918K 0.21%
40,973
-1,976
59
$909K 0.21%
11,349
-28
60
$881K 0.2%
16,821
61
$808K 0.19%
33,074
+52
62
$802K 0.19%
11,334
-237
63
$639K 0.15%
19,478
+285
64
$533K 0.12%
+17,811
65
$528K 0.12%
25,239
-321
66
$523K 0.12%
20,367
-4,930
67
$523K 0.12%
14,652
-100
68
$504K 0.12%
15,061
+3,714
69
$477K 0.11%
11,929
+243
70
$420K 0.1%
+13,539
71
$401K 0.09%
16,543
+1,101
72
$352K 0.08%
10,782
73
$337K 0.08%
11,999
+12
74
$313K 0.07%
+10,840
75
$311K 0.07%
10,579
+2
1 2
3
4