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
CTVA icon
151
Corteva
CTVA
$52.9B
$414K 0.07%
+4,947
EEM icon
152
iShares MSCI Emerging Markets ETF
EEM
$31B
$403K 0.07%
+7,104
UPS icon
153
United Parcel Service
UPS
$94B
$398K 0.07%
+4,043
AZN icon
154
AstraZeneca
AZN
$274B
$394K 0.07%
+1,999
SCHM icon
155
Schwab US Mid-Cap ETF
SCHM
$14.7B
$381K 0.07%
12,293
+559
SYY icon
156
Sysco
SYY
$35.8B
$379K 0.07%
+5,313
GS icon
157
Goldman Sachs
GS
$306B
$371K 0.07%
+438
XBI icon
158
State Street SPDR S&P Biotech ETF
XBI
$7.85B
$371K 0.07%
+2,902
CRM icon
159
Salesforce
CRM
$157B
$369K 0.07%
+1,974
ESGV icon
160
Vanguard ESG US Stock ETF
ESGV
$13.2B
$362K 0.06%
+3,226
CTAS icon
161
Cintas
CTAS
$69.4B
$360K 0.06%
+2,128
PSA icon
162
Public Storage
PSA
$53.1B
$357K 0.06%
+1,319
JCI icon
163
Johnson Controls International
JCI
$90.3B
$357K 0.06%
+2,727
SOLS
164
Solstice Advanced Materials
SOLS
$14.2B
$357K 0.06%
+4,688
NUE icon
165
Nucor
NUE
$59.4B
$355K 0.06%
+2,097
IYJ icon
166
iShares US Industrials ETF
IYJ
$1.78B
$352K 0.06%
+2,384
CSX icon
167
CSX Corp
CSX
$86.9B
$351K 0.06%
8,549
-2,710
IWR icon
168
iShares Russell Mid-Cap ETF
IWR
$55.2B
$351K 0.06%
+3,606
PTLC icon
169
Pacer Trendpilot US Large Cap ETF
PTLC
$3.35B
$343K 0.06%
+6,543
CMCSA icon
170
Comcast
CMCSA
$84.7B
$343K 0.06%
11,953
-693
XLE icon
171
State Street Energy Select Sector SPDR ETF
XLE
$40.3B
$339K 0.06%
+5,535
IXUS icon
172
iShares Core MSCI Total International Stock ETF
IXUS
$58.7B
$338K 0.06%
+3,900
XLP icon
173
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$332K 0.06%
+4,050
IWY icon
174
iShares Russell Top 200 Growth ETF
IWY
$17.5B
$325K 0.06%
+1,305
USB icon
175
US Bancorp
USB
$82.8B
$319K 0.06%
+6,140
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