KJWM
Kiley Juergens Wealth Management Portfolio holdings
AUM
$463M
1-Year Est. Return
23.72%
This Fund
S&P 500
1 Year Est. Return
+23.72%
AUM
$463M
AUM Growth
+$8.68M
(+1.9%)
Holding
78
Top Buys
| 1 | +$3.26M | |
| 2 | +$1.81M | |
| 3 | +$573K | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$559K |
| 5 |
Boeing
BA
|
+$468K |
Top Sells
| 1 | +$3.12M | |
| 2 | +$2.67M | |
| 3 | +$1.09M | |
| 4 |
Apple
AAPL
|
+$818K |
| 5 |
Broadcom
AVGO
|
+$743K |
Sector Composition
| 1 | Technology | 33.02% |
| 2 | Consumer Discretionary | 9.29% |
| 3 | Financials | 7.82% |
| 4 | Consumer Staples | 7.79% |
| 5 | Communication Services | 6.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.06B
| – | – |
-4,436
|
|
||
77
iShares 7-10 Year Treasury Bond ETF
IEF
$48.2B
| – | – |
-11,298
|
|
||
78
Kinder Morgan
KMI
$74.7B
| – | – |
-10,581
|
|