KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $433M
1-Year Est. Return 20.69%
This Quarter Est. Return
1 Year Est. Return
+20.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.2M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$390K
2
+$273K
3
+$233K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$211K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$175K

Top Sells

1
+$565K
2
+$316K
3
+$258K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$237K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$224K

Sector Composition

1 Technology 18.79%
2 Consumer Discretionary 11.44%
3 Financials 10.96%
4 Communication Services 8.59%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.98M 8.66%
243,415
-7,885
2
$7.92M 8.59%
86,750
-2,062
3
$6.48M 7.03%
154,480
-4,404
4
$5.6M 6.08%
96,803
-1,084
5
$5.28M 5.73%
32,982
+2,436
6
$4.25M 4.61%
21,302
-104
7
$3.16M 3.43%
43,660
+1,360
8
$3.07M 3.33%
16,282
+71
9
$2.94M 3.19%
96,174
-2,340
10
$2.36M 2.56%
7,188
-466
11
$2.12M 2.3%
27,082
+1,322
12
$2.04M 2.21%
39,340
+3,380
13
$1.84M 2%
14,382
+64
14
$1.52M 1.65%
29,912
-1,084
15
$1.38M 1.5%
9,093
-14
16
$1.37M 1.48%
26,279
-535
17
$1.21M 1.31%
9,623
+350
18
$1.11M 1.21%
7,549
-899
19
$1.09M 1.19%
9,599
+152
20
$1.06M 1.15%
39,475
-2,860
21
$1.04M 1.13%
21,765
-80
22
$952K 1.03%
12,015
-126
23
$929K 1.01%
5,815
-424
24
$841K 0.91%
4,583
-138
25
$819K 0.89%
7,941
+96
1
2 3 4 5