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
$454M
AUM Growth
+$21M
(+4.8%)
Holding
81
Top Buys
| 1 | +$2.48M | |
| 2 | +$1.38M | |
| 3 | +$363K | |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
+$321K |
| 5 |
YieldMax MSTR Option Income Strategy ETF
MSTY
|
+$159K |
Top Sells
| 1 | +$6.07M | |
| 2 | +$2.92M | |
| 3 | +$1.93M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$1.76M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Kenvue
KVUE
$33.2B
| $265K | 0.06% |
16,306
-8,933
|
|
||
77
Ford
F
$55.1B
| $241K | 0.05% |
20,146
-7,056
|
|
||
78
BP
BP
$96.7B
| – | – |
-17,811
|
|
||
79
Honda
HMC
$38.2B
| – | – |
-10,840
|
|
||
80
Lockheed Martin
LMT
$138B
| – | – |
-13,097
|
|
||
81
Toyota
TM
$285B
| – | – |
-11,203
|
|