KJWM
Kiley Juergens Wealth Management Portfolio holdings
AUM
$433M
1-Year Est. Return
20.69%
1 Year Est. Return
+20.69%
AUM
$433M
AUM Growth
+$57.3M
(+15%)
Holding
79
Top Buys
| 1 | +$6.07M | |
| 2 | +$1.93M | |
| 3 | +$1.2M | |
| 4 |
Apple
AAPL
|
+$980K |
| 5 |
Exxon Mobil
XOM
|
+$955K |
Top Sells
| 1 | +$1.01M | |
| 2 | +$496K | |
| 3 | +$302K | |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$194K |
| 5 |
Qualcomm
QCOM
|
+$173K |
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 | |
|---|---|---|---|---|---|---|
76
Ford
F
$47.4B
| $295K | 0.07% |
27,202
-5,038
|
|
||
77
Columbia Banking Systems
COLB
$7.28B
| $254K | 0.06% |
10,872
|
|
||
78
YieldMax MSTR Option Income Strategy ETF
MSTY
$3.36B
| $239K | 0.06% |
+10,785
|
|
||
|
BA.PRA
79
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$7.85B
| – | – |
-16,950
|
|