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
76
$295K 0.07%
27,202
-5,038
77
$254K 0.06%
10,872
78
$239K 0.06%
+2,157
79
– –
-16,950
1 2 3
4