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
KMI icon
176
Kinder Morgan
KMI
$70.7B
$319K 0.06%
+9,516
BND icon
177
Vanguard Total Bond Market
BND
$152B
$319K 0.06%
+4,330
AXP icon
178
American Express
AXP
$207B
$317K 0.06%
+1,047
ATO icon
179
Atmos Energy
ATO
$28.3B
$315K 0.06%
+1,705
IGSB icon
180
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.9B
$310K 0.05%
+5,907
IWF icon
181
iShares Russell 1000 Growth ETF
IWF
$131B
$310K 0.05%
+2,908
IEMG icon
182
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
$306K 0.05%
+4,380
MU icon
183
Micron Technology
MU
$1.2T
$301K 0.05%
+892
PAYX icon
184
Paychex
PAYX
$35.1B
$295K 0.05%
+3,200
Q
185
Qnity Electronics Inc
Q
$33.1B
$294K 0.05%
+2,549
VNQ icon
186
Vanguard Real Estate ETF
VNQ
$36.5B
$291K 0.05%
+3,282
TEL icon
187
TE Connectivity
TEL
$64.5B
$291K 0.05%
+1,392
AGG icon
188
iShares Core US Aggregate Bond ETF
AGG
$136B
$291K 0.05%
+2,929
ATI icon
189
ATI
ATI
$24.4B
$291K 0.05%
+1,998
COLB icon
190
Columbia Banking Systems
COLB
$8.31B
$290K 0.05%
10,565
-1,300
BANR icon
191
Banner Corp
BANR
$2.15B
$287K 0.05%
+4,724
SCHK icon
192
Schwab 1000 Index ETF
SCHK
$5.69B
$285K 0.05%
+9,082
HWM icon
193
Howmet Aerospace
HWM
$100B
$281K 0.05%
+1,221
SHW icon
194
Sherwin-Williams
SHW
$73.6B
$280K 0.05%
+873
SNOW icon
195
Snowflake
SNOW
$85.9B
$279K 0.05%
+1,853
RSPT icon
196
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.86B
$269K 0.05%
+5,951
XLK icon
197
State Street Technology Select Sector SPDR ETF
XLK
$128B
$265K 0.05%
+1,994
SU icon
198
Suncor Energy
SU
$77.8B
$264K 0.05%
+4,000
TGT icon
199
Target
TGT
$56.6B
$264K 0.05%
+2,181
QDF icon
200
FlexShares Quality Dividend Index Fund
QDF
$2.2B
$263K 0.05%
+3,327