KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $567M
1-Year Est. Return 27.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.44M
3
+$351K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$319K
5
MSTY icon
YieldMax MSTR Option Income Strategy ETF
MSTY
+$207K

Top Sells

1
+$6.07M
2
+$2.59M
3
+$1.93M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.52M
5
HFWA icon
Heritage Financial
HFWA
+$1.34M

Sector Composition

1 Technology 35.49%
2 Consumer Discretionary 9.2%
3 Consumer Staples 8.27%
4 Financials 7.86%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.28%
43,860
-1,666
52
$1.25M 0.28%
23,073
-561
53
$1.09M 0.24%
11,298
-2,230
54
$1.07M 0.24%
12,807
-1,778
55
$971K 0.21%
13,921
+322
56
$935K 0.21%
33,115
+749
57
$924K 0.2%
17,148
+327
58
$922K 0.2%
11,005
-344
59
$861K 0.19%
32,679
-395
60
$842K 0.19%
11,466
-5,186
61
$826K 0.18%
19,506
+28
62
$801K 0.18%
18,215
-11,378
63
$735K 0.16%
11,086
-248
64
$627K 0.14%
18,071
+3,010
65
$595K 0.13%
13,841
+1,912
66
$499K 0.11%
20,137
-230
67
$440K 0.1%
14,000
-652
68
$421K 0.09%
13,455
-84
69
$398K 0.09%
15,615
-928
70
$391K 0.09%
11,006
+224
71
$338K 0.07%
11,411
-588
72
$321K 0.07%
+10,137
73
$310K 0.07%
4,436
+2,279
74
$300K 0.07%
10,581
+2
75
$280K 0.06%
10,865
-7
1 2
3
4