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
$567M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.67M
3
+$3.49M
4
CRWD icon
CrowdStrike
CRWD
+$2.94M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.9M

Top Sells

1
+$519K
2
+$395K
3
+$350K
4
MSFT icon
Microsoft
MSFT
+$323K
5
VTV icon
Vanguard Value ETF
VTV
+$298K

Sector Composition

1 Technology 25.96%
2 Industrials 8.47%
3 Consumer Discretionary 7.91%
4 Consumer Staples 7.66%
5 Financials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHE icon
76
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$1.34M 0.24%
40,577
+1,638
RTX icon
77
RTX Corp
RTX
$236B
$1.31M 0.23%
+6,804
AMAT icon
78
Applied Materials
AMAT
$397B
$1.29M 0.23%
+3,767
TSM icon
79
TSMC
TSM
$2.28T
$1.27M 0.22%
+3,755
ORCL icon
80
Oracle
ORCL
$661B
$1.27M 0.22%
+8,619
AMGN icon
81
Amgen
AMGN
$181B
$1.25M 0.22%
+3,566
HON icon
82
Honeywell
HON
$146B
$1.24M 0.22%
+5,497
VB icon
83
Vanguard Small-Cap ETF
VB
$78.7B
$1.24M 0.22%
+4,725
VGT icon
84
Vanguard Information Technology ETF
VGT
$150B
$1.24M 0.22%
+14,176
VWO icon
85
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$1.23M 0.22%
22,795
-190
SLV icon
86
iShares Silver Trust
SLV
$35.5B
$1.17M 0.21%
17,165
-1,330
AMD icon
87
Advanced Micro Devices
AMD
$876B
$1.16M 0.21%
+5,726
DHR icon
88
Danaher
DHR
$125B
$1.12M 0.2%
+5,891
COP icon
89
ConocoPhillips
COP
$145B
$1.06M 0.19%
+8,027
TMUS icon
90
T-Mobile US
TMUS
$197B
$1.05M 0.19%
+5,003
DUK icon
91
Duke Energy
DUK
$95.4B
$1.03M 0.18%
+7,869
SCHX icon
92
Schwab US Large- Cap ETF
SCHX
$72.5B
$1.03M 0.18%
40,059
+7,327
ED icon
93
Consolidated Edison
ED
$38.7B
$966K 0.17%
+8,536
IEF icon
94
iShares 7-10 Year Treasury Bond ETF
IEF
$47.8B
$939K 0.17%
+9,841
IVW icon
95
iShares S&P 500 Growth ETF
IVW
$76.2B
$927K 0.16%
+8,194
IVE icon
96
iShares S&P 500 Value ETF
IVE
$50.4B
$898K 0.16%
+4,252
VXUS icon
97
Vanguard Total International Stock ETF
VXUS
$151B
$896K 0.16%
11,622
+155
VZ icon
98
Verizon
VZ
$194B
$892K 0.16%
17,774
-644
T icon
99
AT&T
T
$165B
$886K 0.16%
30,570
-1,608
WFC icon
100
Wells Fargo
WFC
$240B
$886K 0.16%
11,128
+142
2 3
4
5 6